Duke Energy shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 3.6k | 123.76 |
| 2025-06-30 | $430k | 3.6k | 118.01 |
| 2025-03-31 | $383k | 3.1k | 121.98 |
| 2024-12-31 | $338k | 3.1k | 107.75 |
| 2024-09-30 | $362k | 3.1k | 115.31 |
| 2024-06-30 | $312k | 3.1k | 100.24 |
| 2024-03-31 | $243k | 2.5k | 96.72 |
| 2023-12-31 | $215k | 2.2k | 97.05 |
| 2022-12-31 | $208k | 2.0k | 103.02 |
| 2022-06-30 | $216k | 2.0k | 106.98 |
| 2022-03-31 | $225k | 2.0k | 111.55 |
| 2021-12-31 | $212k | 2.0k | 105.11 |
| 2020-12-31 | $201k | 2.2k | 91.12 |
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