Duke Energy shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 3.8k | 123.76 |
| 2025-06-30 | $267k | 2.3k | 117.99 |
| 2025-03-31 | $278k | 2.3k | 121.99 |
| 2024-12-31 | $247k | 2.3k | 107.73 |
| 2024-09-30 | $264k | 2.3k | 115.31 |
| 2024-06-30 | $225k | 2.2k | 100.23 |
| 2024-03-31 | $235k | 2.4k | 96.69 |
| 2023-12-31 | $222k | 2.3k | 97.04 |
| 2023-09-30 | $200k | 2.3k | 88.24 |
| 2023-06-30 | $204k | 2.3k | 89.75 |
| 2023-03-31 | $233k | 2.4k | 96.49 |
| 2022-12-31 | $249k | 2.4k | 102.98 |
| 2022-09-30 | $227k | 2.4k | 93.15 |
| 2022-06-30 | $260k | 2.4k | 107.13 |
| 2022-03-31 | $248k | 2.3k | 108.44 |
| 2021-12-31 | $215k | 2.0k | 104.93 |