Duke Energy shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Wealthsource Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $280k | 2.9k | 97.05 |
2023-09-30 | $257k | 2.9k | 88.27 |
2023-06-30 | $307k | 3.4k | 89.75 |
2023-03-31 | $351k | 3.6k | 96.46 |
2022-12-31 | $397k | 3.9k | 103.00 |
2022-09-30 | $361k | 3.9k | 93.14 |
2022-06-30 | $411k | 3.8k | 107.17 |
2022-03-31 | $453k | 4.1k | 111.71 |
2021-12-31 | $443k | 4.2k | 104.80 |
2021-09-30 | $407k | 4.2k | 97.63 |
2021-06-30 | $406k | 4.1k | 98.69 |
2021-03-31 | $391k | 4.1k | 96.45 |
2020-12-31 | $235k | 2.6k | 91.44 |
2020-09-30 | $228k | 2.6k | 88.72 |
2020-06-30 | $214k | 2.7k | 80.06 |
2020-03-31 | $216k | 2.7k | 80.81 |
2019-12-31 | $291k | 3.2k | 91.28 |
2019-09-30 | $320k | 3.3k | 95.75 |
2019-06-30 | $312k | 3.5k | 88.34 |