Duke Energy shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Redmont Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $167k | 1.3k | 123.75 |
| 2025-06-30 | $159k | 1.3k | 118.00 |
| 2025-03-31 | $164k | 1.3k | 121.97 |
| 2024-09-30 | $135k | 1.2k | 115.30 |
| 2024-06-30 | $117k | 1.2k | 100.23 |
| 2024-03-31 | $113k | 1.2k | 96.71 |
| 2022-12-31 | $224k | 2.2k | 102.99 |
| 2022-09-30 | $202k | 2.2k | 93.09 |
| 2022-06-30 | $233k | 2.2k | 107.37 |
| 2022-03-31 | $242k | 2.2k | 111.52 |
| 2021-12-31 | $228k | 2.2k | 105.07 |