Duke Energy shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.7k | 123.75 |
| 2025-06-30 | $202k | 1.7k | 118.00 |
| 2025-03-31 | $208k | 1.7k | 121.97 |
| 2024-12-31 | $184k | 1.7k | 107.74 |
| 2024-09-30 | $197k | 1.7k | 115.30 |
| 2024-06-30 | $171k | 1.7k | 100.23 |
| 2024-03-31 | $169k | 1.7k | 96.71 |
| 2023-12-31 | $166k | 1.9k | 88.26 |