Duke Energy shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $17k | 129 | 130.79 |
| 2025-12-31 | $30k | 258 | 117.08 |
| 2025-09-30 | $32k | 258 | 123.61 |
| 2025-06-30 | $30k | 258 | 117.86 |
| 2025-03-31 | $31k | 258 | 121.83 |
| 2024-12-31 | $28k | 258 | 107.62 |
| 2024-09-30 | $30k | 258 | 115.17 |
| 2024-06-30 | $26k | 258 | 100.12 |