Duke Energy shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $417k | 4.2k | 100.23 |
| 2024-03-31 | $402k | 4.2k | 96.71 |
| 2023-12-31 | $404k | 4.2k | 97.04 |
| 2023-09-30 | $367k | 4.2k | 88.26 |
| 2023-06-30 | $373k | 4.2k | 89.74 |
| 2023-03-31 | $401k | 4.2k | 96.47 |
| 2022-12-31 | $428k | 4.2k | 102.99 |
| 2022-09-30 | $387k | 4.2k | 93.03 |
| 2022-06-30 | $446k | 4.2k | 107.21 |
| 2022-03-31 | $465k | 4.2k | 111.78 |
| 2021-12-31 | $436k | 4.2k | 104.81 |
| 2021-09-30 | $406k | 4.2k | 97.60 |
| 2021-06-30 | $411k | 4.2k | 98.80 |
| 2021-03-31 | $422k | 4.4k | 96.48 |
| 2020-12-31 | $400k | 4.4k | 91.45 |
| 2020-09-30 | $387k | 4.4k | 88.48 |
| 2020-06-30 | $349k | 4.4k | 79.79 |
More positions owned by White Lighthouse Investment Management
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