Duke Energy shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 34k | 123.75 |
| 2025-06-30 | $3.8M | 32k | 118.00 |
| 2025-03-31 | $3.4M | 28k | 121.97 |
| 2023-12-31 | $120k | 1.2k | 97.04 |
More positions owned by Turtle Creek Wealth Advisors
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