Duke Energy shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 3.6k | 123.78 |
| 2025-06-30 | $421k | 3.6k | 117.99 |
| 2025-03-31 | $423k | 3.5k | 121.98 |
| 2024-12-31 | $356k | 3.3k | 107.74 |
| 2024-09-30 | $385k | 3.3k | 115.31 |
| 2024-06-30 | $341k | 3.4k | 100.24 |
| 2024-03-31 | $349k | 3.6k | 96.72 |
| 2023-12-31 | $351k | 3.6k | 97.05 |
| 2023-09-30 | $301k | 3.4k | 88.27 |
| 2023-06-30 | $230k | 2.6k | 89.73 |
| 2023-03-31 | $220k | 2.3k | 96.48 |
| 2022-12-31 | $234k | 2.3k | 102.98 |
| 2022-09-30 | $205k | 2.2k | 92.63 |
| 2022-06-30 | $238k | 2.2k | 107.16 |
| 2022-03-31 | $230k | 2.1k | 110.36 |
| 2021-12-31 | $217k | 2.1k | 104.78 |
| 2020-12-31 | $77k | 851 | 90.48 |
| 2020-09-30 | $83k | 948 | 87.55 |
| 2020-06-30 | $41k | 520 | 78.85 |
| 2020-03-31 | $32k | 402 | 79.60 |
| 2019-12-31 | $16k | 177 | 90.40 |
| 2019-06-30 | $183k | 2.1k | 87.85 |
| 2018-12-31 | $201k | 2.3k | 86.04 |
| 2018-09-30 | $119k | 1.5k | 80.01 |
More positions owned by TRUE Private Wealth Advisors
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