Duke Energy shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $58k | 594 | 97.04 |
| 2023-09-30 | $177 | 2 | 88.50 |
| 2022-12-31 | $20k | 195 | 102.99 |
| 2022-09-30 | $0 | 2 | 0.00 |
| 2022-06-30 | $48k | 449 | 106.90 |
| 2022-03-31 | $46k | 413 | 111.38 |
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