Duke Energy shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 72k | 123.75 |
| 2025-06-30 | $8.0M | 68k | 118.00 |
| 2024-12-31 | $7.5M | 66k | 113.96 |
| 2024-09-30 | $5.8M | 51k | 115.30 |
| 2024-06-30 | $5.0M | 50k | 100.23 |
| 2024-03-31 | $4.8M | 49k | 96.71 |
| 2023-12-31 | $5.1M | 53k | 97.04 |
| 2023-09-30 | $6.3M | 72k | 88.26 |
| 2023-06-30 | $6.0M | 67k | 89.74 |
| 2023-03-31 | $6.1M | 63k | 96.47 |
| 2022-12-31 | $5.2M | 51k | 102.99 |
| 2022-09-30 | $4.9M | 53k | 93.02 |
| 2022-06-30 | $5.6M | 52k | 107.20 |
| 2022-03-31 | $6.0M | 54k | 111.67 |
| 2021-12-31 | $6.1M | 58k | 104.90 |
| 2019-09-30 | $198 | 2.1k | 0.10 |
| 2019-06-30 | $182k | 2.1k | 87.76 |
| 2019-03-31 | $230k | 2.6k | 89.18 |
| 2018-12-31 | $232k | 2.7k | 85.20 |
| 2018-09-30 | $224k | 2.8k | 80.20 |
| 2018-06-30 | $238k | 3.0k | 78.99 |
| 2018-03-31 | $1.0M | 13k | 77.46 |
| 2017-12-31 | $1.4M | 16k | 89.64 |