Duke Energy shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 16k | 115.30 |
| 2024-06-30 | $1.6M | 16k | 100.23 |
| 2024-03-31 | $1.6M | 16k | 96.71 |
| 2023-12-31 | $1.6M | 16k | 97.04 |
| 2023-09-30 | $1.4M | 16k | 88.26 |
| 2023-06-30 | $1.4M | 16k | 89.74 |
| 2023-03-31 | $1.5M | 16k | 96.47 |
| 2022-12-31 | $1.6M | 16k | 102.99 |
| 2022-09-30 | $1.5M | 16k | 92.97 |
| 2022-06-30 | $1.7M | 16k | 107.20 |
| 2022-03-31 | $1.7M | 16k | 111.62 |
| 2021-12-31 | $1.6M | 16k | 104.89 |
| 2021-09-30 | $1.5M | 16k | 97.53 |
| 2021-06-30 | $1.5M | 16k | 98.68 |
| 2021-03-31 | $1.6M | 16k | 96.48 |
| 2020-12-31 | $1.5M | 16k | 91.51 |
| 2020-09-30 | $1.4M | 16k | 88.54 |
| 2020-06-30 | $1.2M | 16k | 79.85 |
| 2020-03-31 | $1.3M | 16k | 80.83 |
| 2019-12-31 | $1.3M | 14k | 91.19 |
| 2019-09-30 | $1.4M | 14k | 95.84 |
| 2019-06-30 | $1.2M | 14k | 88.22 |
| 2019-03-31 | $1.3M | 14k | 89.96 |
| 2018-12-31 | $1.2M | 14k | 86.30 |
| 2018-09-30 | $1.2M | 15k | 80.02 |
| 2018-06-30 | $1.2M | 15k | 79.04 |
| 2018-03-31 | $1.2M | 15k | 77.47 |
| 2017-12-31 | $1.3M | 15k | 84.05 |
| 2017-09-30 | $1.3M | 15k | 83.87 |
| 2017-06-30 | $1.3M | 16k | 83.54 |
| 2017-03-31 | $1.3M | 16k | 82.00 |
| 2016-12-31 | $1.2M | 16k | 77.60 |
| 2016-09-30 | $1.3M | 16k | 80.02 |
| 2016-06-30 | $1.4M | 16k | 85.74 |
| 2016-03-31 | $1.3M | 16k | 80.62 |
| 2015-12-31 | $1.2M | 16k | 71.33 |
| 2015-09-30 | $1.2M | 16k | 71.88 |
| 2015-06-30 | $1.2M | 16k | 70.62 |
| 2015-03-31 | $1.3M | 17k | 76.74 |
| 2014-12-31 | $1.4M | 17k | 83.49 |
| 2014-09-30 | $1.3M | 17k | 74.73 |
| 2014-06-30 | $1.3M | 17k | 74.19 |
| 2014-03-31 | $1.2M | 17k | 71.17 |
| 2013-12-31 | $1.1M | 16k | 68.97 |
| 2013-09-30 | $1.1M | 16k | 66.72 |
| 2013-06-30 | $1.1M | 16k | 67.46 |