Duke Energy shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $190k | 1.6k | 115.33 |
| 2024-06-30 | $156k | 1.6k | 100.26 |
| 2024-03-31 | $170k | 1.8k | 96.73 |
| 2023-09-30 | $156k | 1.8k | 88.26 |
| 2023-06-30 | $170k | 1.9k | 89.74 |
| 2023-03-31 | $186k | 1.9k | 96.46 |
| 2022-12-31 | $38k | 366 | 103.11 |
| 2022-09-30 | $38k | 410 | 92.98 |
| 2022-06-30 | $44k | 406 | 107.31 |
| 2022-03-31 | $45k | 403 | 111.62 |