Duke Energy shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 3.0k | 123.45 |
| 2025-06-30 | $378k | 3.0k | 125.68 |
| 2024-12-31 | $240k | 2.2k | 107.75 |
More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY