Duke Energy shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 1.8k | 123.68 |
| 2024-09-30 | $294k | 2.5k | 115.30 |
| 2022-09-30 | $306k | 3.3k | 92.87 |
| 2022-06-30 | $635k | 5.9k | 107.15 |
| 2022-03-31 | $665k | 5.9k | 112.22 |
| 2021-12-31 | $620k | 5.9k | 104.62 |
More positions owned by Schrum Private Wealth Management
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