Duke Energy shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Duke Energy by Ropes Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $572k | 6.5k | 88.25 |
2023-06-30 | $693k | 7.7k | 89.74 |
2023-03-31 | $611k | 6.3k | 96.47 |
2022-12-31 | $647k | 6.3k | 102.98 |
2022-09-30 | $613k | 6.6k | 92.96 |
2022-06-30 | $566k | 5.3k | 107.14 |
2022-03-31 | $590k | 5.3k | 111.72 |
2021-12-31 | $524k | 5.0k | 104.82 |
2021-09-30 | $646k | 6.6k | 97.61 |
2021-06-30 | $534k | 5.4k | 98.72 |
2021-03-31 | $478k | 4.6k | 103.71 |
2020-12-31 | $412k | 4.5k | 91.47 |
2020-09-30 | $410k | 4.6k | 88.67 |
2020-06-30 | $408k | 5.1k | 79.83 |
2020-03-31 | $418k | 5.2k | 80.87 |
2019-12-31 | $466k | 5.1k | 91.18 |
2019-09-30 | $490k | 5.1k | 95.87 |
2019-06-30 | $639k | 7.2k | 88.19 |
2019-03-31 | $668k | 7.4k | 89.94 |
2018-12-31 | $634k | 7.4k | 86.24 |
2018-09-30 | $556k | 7.0k | 79.98 |
2018-06-30 | $523k | 6.6k | 79.03 |
2018-03-31 | $314k | 4.1k | 77.53 |
2017-12-31 | $332k | 4.0k | 84.05 |
2017-09-30 | $315k | 3.8k | 84.00 |
2017-06-30 | $274k | 3.3k | 83.66 |
2017-03-31 | $275k | 3.4k | 82.02 |
2016-12-31 | $397k | 5.1k | 77.63 |
2016-09-30 | $398k | 5.0k | 80.02 |
2016-06-30 | $431k | 5.0k | 85.75 |
2016-03-31 | $401k | 5.0k | 80.62 |
2015-12-31 | $355k | 5.0k | 71.37 |
2015-09-30 | $329k | 4.6k | 71.85 |
2015-06-30 | $326k | 4.6k | 70.69 |
2015-03-31 | $387k | 5.0k | 76.88 |