Duke Energy shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Duke Energy
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $869k | 9.0k | 96.71 |
2023-12-31 | $893k | 9.2k | 97.04 |
2023-09-30 | $825k | 9.3k | 88.26 |
2023-06-30 | $964k | 11k | 89.74 |
2023-03-31 | $978k | 10k | 96.47 |
2022-12-31 | $975k | 9.5k | 102.99 |
2022-09-30 | $810k | 8.7k | 93.07 |
2022-06-30 | $884k | 8.2k | 107.19 |
2022-03-31 | $940k | 8.4k | 111.71 |
2021-12-31 | $903k | 8.6k | 104.91 |
2021-09-30 | $869k | 8.9k | 97.56 |
2021-06-30 | $877k | 8.9k | 98.75 |
2021-03-31 | $857k | 8.9k | 96.50 |
2020-12-31 | $833k | 9.1k | 91.53 |
2020-09-30 | $849k | 9.6k | 88.51 |
2020-06-30 | $806k | 10k | 79.87 |
2020-03-31 | $803k | 9.9k | 80.83 |
2019-12-31 | $1000k | 11k | 91.24 |
2019-09-30 | $1.0M | 11k | 95.84 |
2019-06-30 | $948k | 11k | 88.84 |
2019-03-31 | $993k | 11k | 90.01 |
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