Duke Energy shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Duke Energy
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $275k | 2.8k | 96.71 |
2023-12-31 | $236k | 2.4k | 97.04 |
2023-09-30 | $251k | 2.8k | 88.26 |
2023-06-30 | $255k | 2.8k | 89.74 |
2023-03-31 | $274k | 2.8k | 96.47 |
2022-12-31 | $326k | 3.2k | 102.99 |
2022-09-30 | $544k | 5.8k | 93.02 |
2022-06-30 | $627k | 5.8k | 107.22 |
2022-03-31 | $664k | 5.9k | 111.63 |
2021-12-31 | $625k | 6.0k | 104.90 |
2021-06-30 | $487k | 4.9k | 98.72 |
2021-03-31 | $476k | 4.9k | 96.49 |
2020-09-30 | $620k | 7.8k | 79.92 |
2020-06-30 | $620k | 7.8k | 79.92 |
2019-09-30 | $22k | 232 | 94.83 |
2019-06-30 | $20k | 232 | 86.21 |