Duke Energy shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 14k | 97.04 |
| 2023-09-30 | $1.3M | 15k | 88.26 |
| 2023-06-30 | $1.2M | 13k | 89.74 |
| 2023-03-31 | $1.2M | 12k | 96.47 |
| 2022-12-31 | $1.3M | 12k | 102.99 |
| 2022-09-30 | $1.1M | 12k | 93.04 |
| 2022-06-30 | $1.3M | 12k | 107.26 |
| 2022-03-31 | $1.3M | 12k | 111.68 |
| 2021-12-31 | $1.2M | 12k | 104.91 |
| 2021-09-30 | $1.2M | 12k | 97.58 |
| 2021-06-30 | $1.2M | 12k | 98.73 |
| 2021-03-31 | $1.1M | 12k | 96.53 |
| 2020-12-31 | $1.1M | 12k | 91.57 |