Duke Energy shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 17k | 107.74 |
| 2024-09-30 | $2.0M | 18k | 115.30 |
| 2024-06-30 | $2.3M | 23k | 100.23 |
| 2024-03-31 | $2.1M | 22k | 96.71 |
| 2023-12-31 | $2.0M | 21k | 97.04 |
| 2023-09-30 | $1.5M | 16k | 88.26 |
| 2023-06-30 | $1.3M | 15k | 89.74 |
| 2023-03-31 | $1.3M | 14k | 96.47 |
| 2022-12-31 | $1.4M | 13k | 102.99 |
| 2022-09-30 | $1.1M | 11k | 93.00 |
| 2022-06-30 | $1.2M | 11k | 107.21 |
| 2022-03-31 | $1.3M | 11k | 111.69 |
| 2021-12-31 | $1.0M | 9.7k | 104.94 |
| 2021-09-30 | $935k | 9.6k | 97.59 |
| 2021-06-30 | $957k | 9.7k | 98.69 |
| 2021-03-31 | $788k | 8.2k | 96.47 |
| 2020-12-31 | $803k | 8.8k | 91.62 |
| 2020-09-30 | $728k | 8.2k | 88.60 |
| 2020-06-30 | $628k | 7.9k | 79.90 |
| 2020-03-31 | $625k | 7.7k | 80.83 |