Duke Energy shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 18k | 96.71 |
| 2023-12-31 | $1.7M | 17k | 97.04 |
| 2023-09-30 | $1.5M | 17k | 88.26 |
| 2023-06-30 | $1.3M | 15k | 89.74 |
| 2023-03-31 | $1.4M | 15k | 96.47 |
| 2022-12-31 | $1.5M | 14k | 102.99 |
| 2022-09-30 | $1.0M | 11k | 93.03 |
| 2022-06-30 | $1.2M | 11k | 107.24 |
| 2022-03-31 | $1.2M | 11k | 111.69 |
| 2021-12-31 | $1.1M | 11k | 104.90 |
| 2021-09-30 | $977k | 9.6k | 101.98 |
| 2021-06-30 | $962k | 9.7k | 98.68 |
| 2021-03-31 | $955k | 9.9k | 96.50 |
| 2020-12-31 | $826k | 9.0k | 91.57 |
| 2018-09-30 | $276k | 3.4k | 80.14 |
| 2018-06-30 | $218k | 2.8k | 79.19 |
| 2018-03-31 | $165k | 2.1k | 77.25 |
| 2017-12-31 | $164k | 2.1k | 79.30 |