Duke Energy shares owned by True Wealth Design
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Duke Energy
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Quarterly reported holdings in Duke Energy by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $90k | 690 | 130.94 |
| 2025-12-31 | $14k | 118 | 117.21 |
| 2025-09-30 | $17k | 134 | 123.79 |
| 2025-06-30 | $13k | 107 | 118.05 |
| 2025-03-31 | $11k | 86 | 122.03 |
| 2024-12-31 | $3.0k | 28 | 107.93 |
| 2024-09-30 | $2.0k | 17 | 115.35 |
| 2024-06-30 | $22k | 219 | 100.03 |
| 2024-03-31 | $13k | 131 | 96.80 |
| 2023-12-31 | $18k | 183 | 96.96 |
| 2023-09-30 | $11k | 123 | 88.02 |
| 2023-06-30 | $17k | 190 | 89.94 |
| 2023-03-31 | $22k | 229 | 96.55 |
| 2022-12-31 | $16k | 159 | 102.99 |