Duke Energy shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 6.0k | 123.75 |
| 2025-06-30 | $768k | 6.5k | 118.00 |
| 2025-03-31 | $819k | 6.7k | 121.97 |
| 2024-12-31 | $723k | 6.7k | 107.74 |
| 2024-09-30 | $774k | 6.7k | 115.30 |
| 2024-06-30 | $643k | 6.4k | 100.23 |
| 2024-03-31 | $643k | 6.4k | 100.23 |
| 2023-12-31 | $622k | 6.4k | 97.04 |
| 2023-09-30 | $569k | 6.4k | 88.26 |
| 2023-06-30 | $576k | 6.4k | 89.74 |
| 2023-03-31 | $615k | 6.4k | 96.47 |
| 2022-12-31 | $650k | 6.3k | 102.99 |
| 2022-09-30 | $597k | 6.4k | 93.02 |
| 2022-06-30 | $688k | 6.4k | 107.21 |
| 2022-03-31 | $273k | 2.4k | 111.66 |
| 2021-12-31 | $236k | 2.3k | 104.90 |
| 2021-09-30 | $220k | 2.3k | 97.59 |
| 2021-06-30 | $275k | 2.8k | 98.72 |
| 2021-03-31 | $346k | 3.6k | 96.53 |
| 2020-12-31 | $328k | 3.6k | 91.56 |
| 2020-09-30 | $317k | 3.6k | 88.56 |
| 2020-06-30 | $278k | 3.5k | 79.89 |
| 2020-03-31 | $267k | 3.3k | 80.88 |
| 2019-12-31 | $283k | 3.1k | 91.21 |
| 2019-09-30 | $297k | 3.1k | 95.86 |
More positions owned by Wealth Management Associates
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