Duke Energy shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 49k | 123.75 |
| 2025-06-30 | $5.1M | 43k | 118.00 |
| 2025-03-31 | $5.2M | 43k | 121.97 |
| 2024-12-31 | $4.8M | 45k | 107.73 |
| 2024-09-30 | $5.4M | 46k | 116.22 |
| 2024-06-30 | $4.5M | 45k | 99.42 |
| 2024-03-31 | $2.5M | 26k | 96.71 |
| 2023-12-31 | $2.0M | 21k | 97.04 |
| 2023-09-30 | $1.9M | 22k | 88.26 |
| 2023-06-30 | $1.9M | 21k | 89.74 |
| 2023-03-31 | $2.0M | 21k | 96.47 |
| 2022-12-31 | $949k | 9.2k | 102.99 |
| 2022-09-30 | $854k | 9.2k | 93.05 |
| 2022-06-30 | $1.3M | 12k | 107.22 |
| 2022-03-31 | $1.1M | 10k | 111.62 |
| 2021-12-31 | $1.2M | 12k | 104.91 |
| 2021-09-30 | $1.2M | 13k | 97.61 |
| 2021-06-30 | $1.2M | 13k | 98.71 |
| 2021-03-31 | $1.2M | 13k | 96.52 |
| 2020-12-31 | $1.1M | 13k | 91.56 |
| 2020-09-30 | $1.4M | 16k | 88.53 |
| 2020-06-30 | $1.5M | 19k | 79.89 |
| 2020-03-31 | $1.7M | 21k | 80.89 |
| 2019-12-31 | $1.9M | 21k | 91.18 |
| 2019-09-30 | $2.0M | 20k | 95.87 |
| 2019-06-30 | $1.8M | 20k | 88.25 |
| 2019-03-31 | $1.8M | 20k | 90.02 |
| 2018-12-31 | $1.8M | 21k | 86.28 |
| 2018-09-30 | $1.5M | 18k | 80.02 |
| 2018-06-30 | $1.5M | 19k | 79.09 |
| 2018-03-31 | $1.5M | 19k | 77.46 |
| 2017-12-31 | $1.7M | 20k | 84.13 |
| 2017-09-30 | $2.3M | 27k | 83.93 |
| 2017-06-30 | $2.3M | 28k | 83.60 |
| 2017-03-31 | $3.3M | 40k | 82.01 |
| 2016-12-31 | $3.3M | 43k | 77.61 |
| 2016-09-30 | $5.1M | 63k | 80.03 |
| 2016-06-30 | $5.4M | 63k | 85.80 |
| 2016-03-31 | $5.2M | 64k | 80.68 |
| 2015-12-31 | $4.5M | 63k | 71.39 |
| 2015-09-30 | $3.6M | 50k | 71.94 |
| 2015-06-30 | $3.5M | 49k | 70.62 |
| 2015-03-31 | $3.1M | 41k | 76.78 |
| 2014-12-31 | $3.5M | 42k | 83.54 |
| 2014-09-30 | $3.2M | 42k | 74.77 |
| 2014-06-30 | $3.1M | 42k | 74.20 |
| 2014-03-31 | $3.0M | 42k | 71.22 |