Duke Energy shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $229k | 2.0k | 115.30 |
| 2023-12-31 | $201k | 2.1k | 97.04 |
| 2023-03-31 | $225k | 2.3k | 96.47 |
| 2022-12-31 | $294k | 2.9k | 102.99 |
| 2022-09-30 | $245k | 2.9k | 85.87 |
| 2022-06-30 | $306k | 2.9k | 107.26 |
| 2022-03-31 | $322k | 2.9k | 111.81 |
| 2021-12-31 | $287k | 2.7k | 105.05 |
| 2014-06-30 | $218k | 2.9k | 74.35 |