Duke Energy shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.6k | 88.25 |
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