Duke Energy shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 11k | 115.28 |
| 2022-09-30 | $208k | 2.2k | 92.99 |
| 2022-06-30 | $207k | 1.9k | 106.98 |