Duke Energy shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in Duke Energy
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $433k | 4.5k | 96.71 |
2023-12-31 | $447k | 4.6k | 97.04 |
2023-09-30 | $400k | 4.5k | 88.26 |
2023-06-30 | $418k | 4.7k | 89.74 |
2023-03-31 | $436k | 4.5k | 96.47 |
2022-12-31 | $608k | 5.9k | 102.99 |
2022-09-30 | $543k | 5.8k | 93.06 |
2022-06-30 | $624k | 5.8k | 107.16 |
2022-03-31 | $670k | 6.0k | 111.72 |
2021-12-31 | $660k | 6.3k | 104.80 |
2021-09-30 | $611k | 6.3k | 97.53 |
2021-06-30 | $625k | 6.3k | 98.66 |
2021-03-31 | $611k | 6.3k | 96.60 |
2020-12-31 | $582k | 6.4k | 91.61 |
2020-09-30 | $557k | 6.3k | 88.64 |
2020-06-30 | $526k | 6.6k | 79.94 |
2020-03-31 | $666k | 8.2k | 80.93 |
2019-12-31 | $582k | 6.7k | 86.27 |
2019-09-30 | $687k | 7.2k | 95.87 |
2019-06-30 | $627k | 7.1k | 88.30 |
2019-03-31 | $653k | 7.3k | 90.06 |
2018-12-31 | $582k | 6.7k | 86.27 |