Duke Energy shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $185k | 1.7k | 107.74 |
| 2024-09-30 | $213k | 1.8k | 115.30 |
| 2024-06-30 | $188k | 1.9k | 100.25 |
| 2024-03-31 | $236k | 2.4k | 96.71 |
| 2023-12-31 | $274k | 2.8k | 97.04 |
| 2023-09-30 | $219k | 2.5k | 88.27 |
| 2023-06-30 | $222k | 2.5k | 89.73 |
| 2023-03-31 | $248k | 2.6k | 96.50 |
| 2022-12-31 | $264k | 2.6k | 103.00 |
| 2022-09-30 | $495k | 5.3k | 93.06 |
| 2022-06-30 | $593k | 5.5k | 107.27 |
| 2022-03-31 | $614k | 5.5k | 111.62 |
| 2021-12-31 | $575k | 5.5k | 104.98 |
| 2021-09-30 | $532k | 5.5k | 97.58 |
| 2021-06-30 | $462k | 4.7k | 98.78 |
| 2021-03-31 | $450k | 4.7k | 96.63 |
| 2020-12-31 | $447k | 4.9k | 91.60 |
| 2020-09-30 | $249k | 2.8k | 88.49 |
| 2020-06-30 | $225k | 2.8k | 80.04 |
| 2020-03-31 | $228k | 2.8k | 80.71 |
| 2019-12-31 | $270k | 3.0k | 91.25 |
More positions owned by Sugarloaf Wealth Management
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