Duke Energy shares owned by Western Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.8k | 123.75 |
| 2025-06-30 | $1.1M | 8.9k | 118.00 |
| 2025-03-31 | $1.0M | 8.6k | 121.97 |
| 2024-12-31 | $982k | 9.1k | 107.74 |
| 2024-09-30 | $1.0M | 8.9k | 115.30 |
| 2024-06-30 | $877k | 8.8k | 100.24 |
| 2024-03-31 | $841k | 8.7k | 96.71 |
| 2023-12-31 | $774k | 8.0k | 97.04 |
| 2023-09-30 | $719k | 8.1k | 88.26 |
| 2023-06-30 | $708k | 7.9k | 89.74 |
| 2023-03-31 | $778k | 8.1k | 96.47 |
| 2022-12-31 | $693k | 6.7k | 103.00 |
| 2022-09-30 | $1.4M | 15k | 93.06 |
| 2022-06-30 | $1.6M | 15k | 107.30 |
| 2022-03-31 | $1.5M | 14k | 111.62 |
| 2021-12-31 | $759k | 7.2k | 104.98 |
| 2021-06-30 | $783k | 7.9k | 98.69 |
| 2021-03-31 | $715k | 7.4k | 96.49 |
| 2020-12-31 | $490k | 5.3k | 91.64 |
| 2020-09-30 | $464k | 5.2k | 88.65 |
| 2020-06-30 | $485k | 6.0k | 80.19 |
| 2020-03-31 | $492k | 6.1k | 80.30 |
| 2019-12-31 | $9.6M | 105k | 91.67 |
| 2019-09-30 | $555k | 5.8k | 96.24 |
| 2019-06-30 | $18M | 198k | 88.28 |
| 2019-03-31 | $494k | 5.5k | 90.36 |
| 2018-12-31 | $473k | 5.5k | 86.27 |