Duke Energy shares owned by Wiser Advisor Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wiser Advisor Group
from 13F filings
Historical chart of Wiser Advisor Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wiser Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 275 | 123.59 |
| 2025-03-31 | $92k | 753 | 121.94 |
| 2024-12-31 | $194k | 1.8k | 107.76 |
| 2024-09-30 | $220k | 1.9k | 115.29 |
| 2024-06-30 | $308k | 3.1k | 100.22 |
| 2024-03-31 | $277k | 2.9k | 96.91 |