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Duke Energy shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth Management investment in Duke Energy

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All positions including Duke Energy held by Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 2.1k 115.28
2024-06-30 $217k 2.2k 100.24
2024-03-31 $225k 2.3k 96.70
2023-12-31 $226k 2.3k 97.06
2023-09-30 $147k 1.7k 88.26
2023-06-30 $131k 1.5k 89.74
2023-03-31 $122k 1.3k 96.47
2022-12-31 $122k 1.2k 102.99
2022-09-30 $83k 895 92.74
2022-06-30 $41k 388 105.67
2022-03-31 $43k 388 110.82
2021-12-31 $40k 388 103.09