Duke Energy shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Duke Energy
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Quarterly reported holdings in Duke Energy by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 19k | 123.75 |
| 2025-06-30 | $2.1M | 18k | 118.00 |
| 2025-03-31 | $2.0M | 16k | 121.97 |
| 2024-12-31 | $1.7M | 16k | 107.74 |
| 2024-09-30 | $1.7M | 14k | 115.30 |
| 2024-06-30 | $1.5M | 15k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-12-31 | $982k | 10k | 97.04 |
| 2023-09-30 | $672k | 7.6k | 88.26 |
| 2023-06-30 | $254k | 2.8k | 89.73 |
| 2023-03-31 | $256k | 2.6k | 96.48 |
| 2021-03-31 | $79k | 814 | 97.05 |
| 2020-09-30 | $238k | 2.7k | 88.64 |