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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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