Duke Energy shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 5.0k | 123.75 |
| 2025-06-30 | $583k | 4.9k | 118.00 |
| 2025-03-31 | $620k | 5.1k | 121.97 |
| 2024-12-31 | $551k | 5.1k | 107.74 |
| 2024-09-30 | $363k | 3.2k | 115.30 |
| 2024-06-30 | $316k | 3.2k | 100.23 |
| 2024-03-31 | $305k | 3.2k | 96.71 |
| 2023-12-31 | $306k | 3.2k | 97.04 |
| 2023-09-30 | $308k | 3.5k | 88.26 |
| 2023-06-30 | $6.2k | 69 | 89.74 |
| 2023-03-31 | $304k | 3.2k | 96.47 |
| 2022-12-31 | $820k | 8.2k | 100.04 |
| 2022-09-30 | $696k | 7.0k | 99.51 |
| 2022-03-31 | $783k | 7.1k | 110.13 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management