Duke Energy shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $262k | 2.3k | 115.30 |
| 2024-06-30 | $226k | 2.3k | 100.24 |
| 2024-03-31 | $216k | 2.2k | 96.69 |
| 2023-12-31 | $215k | 2.2k | 96.98 |
| 2023-09-30 | $194k | 2.2k | 88.10 |
| 2023-06-30 | $196k | 2.2k | 89.95 |
| 2023-03-31 | $209k | 2.2k | 96.58 |
| 2022-12-31 | $215k | 2.1k | 103.22 |
| 2022-09-30 | $191k | 2.1k | 92.94 |
| 2022-06-30 | $166k | 1.5k | 107.51 |
| 2022-03-31 | $172k | 1.5k | 111.98 |
| 2021-12-31 | $160k | 1.5k | 104.71 |
| 2021-09-30 | $148k | 1.5k | 97.30 |
| 2021-06-30 | $149k | 1.5k | 98.48 |
| 2021-03-31 | $145k | 1.5k | 96.35 |
| 2020-12-31 | $137k | 1.5k | 91.52 |
More positions owned by Tradition Wealth Management
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