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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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All positions including Duke Energy held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
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