Duke Energy shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Duke Energy
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Quarterly reported holdings in Duke Energy by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 29k | 115.30 |
| 2024-06-30 | $2.9M | 29k | 100.23 |
| 2024-03-31 | $2.6M | 27k | 96.71 |
| 2023-12-31 | $2.6M | 27k | 97.04 |
| 2023-09-30 | $2.2M | 25k | 88.26 |
| 2023-06-30 | $2.0M | 22k | 89.74 |
| 2023-03-31 | $2.1M | 22k | 96.47 |
| 2022-12-31 | $2.0M | 20k | 102.99 |
| 2022-09-30 | $1.9M | 20k | 93.04 |
| 2022-06-30 | $552k | 5.1k | 107.21 |
| 2022-03-31 | $638k | 5.7k | 111.60 |
| 2021-12-31 | $567k | 5.4k | 104.86 |
| 2021-09-30 | $544k | 5.6k | 97.61 |
| 2021-06-30 | $379k | 3.8k | 98.80 |
| 2021-03-31 | $351k | 3.6k | 96.56 |
| 2020-12-31 | $329k | 3.5k | 92.81 |
| 2020-09-30 | $312k | 3.5k | 88.49 |
| 2020-06-30 | $287k | 3.6k | 79.81 |
| 2020-03-31 | $291k | 3.6k | 80.90 |
| 2019-12-31 | $1.5M | 17k | 91.20 |
| 2019-09-30 | $1.6M | 17k | 93.65 |
| 2019-06-30 | $1.5M | 17k | 87.18 |
| 2019-03-31 | $1.4M | 16k | 90.03 |
| 2018-12-31 | $269k | 3.1k | 86.33 |