Duke Energy shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 81k | 116.22 |
| 2024-06-30 | $6.7M | 68k | 99.35 |
| 2023-12-31 | $918k | 9.5k | 97.04 |
| 2023-09-30 | $450k | 5.1k | 88.26 |
| 2023-06-30 | $223k | 2.5k | 89.75 |
| 2023-03-31 | $345k | 4.8k | 72.11 |
| 2022-12-31 | $559k | 5.5k | 102.25 |
| 2022-09-30 | $432k | 4.6k | 93.06 |
| 2022-06-30 | $427k | 4.0k | 107.26 |
| 2022-03-31 | $391k | 3.5k | 111.55 |
| 2021-12-31 | $352k | 3.4k | 104.89 |
| 2021-09-30 | $315k | 3.2k | 97.80 |
| 2021-06-30 | $417k | 4.2k | 98.70 |
| 2021-03-31 | $361k | 3.7k | 96.50 |
| 2020-12-31 | $336k | 3.7k | 91.45 |
| 2020-09-30 | $324k | 3.7k | 88.50 |
| 2020-06-30 | $278k | 3.5k | 79.82 |
| 2020-03-31 | $287k | 3.5k | 80.91 |
| 2019-12-31 | $286k | 3.1k | 91.29 |
More positions owned by Strategic Wealth Designers
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