Duke Energy shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $235k | 2.0k | 115.30 |
2024-06-30 | $2.4M | 24k | 100.23 |
2024-03-31 | $2.1M | 22k | 96.71 |