DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,224 Value ($000) $1,550 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 32,645 Value ($000) $4,040 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 30,738 Value ($000) $3,627 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 30,715 Value ($000) $3,746 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 30,153 Value ($000) $3,249 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 36,253 Value ($000) $4,180 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 37,493 Value ($000) $3,758 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 38,263 Value ($000) $3,701 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 31,822 Value ($000) $3,088 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 31,058 Value ($000) $2,741 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 30,379 Value ($000) $2,726 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 27,955 Value ($000) $3 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 11,963 Value ($000) $1 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 11,425 Value ($000) $1,063 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 10,410 Value ($000) $1,116 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 10,002 Value ($000) $1,117 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 10,234 Value ($000) $1,074 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 9,556 Value ($000) $933 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 8,903 Value ($000) $879 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 6,997 Value ($000) $675 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 5,056 Value ($000) $463 Avg Close $75.68 Range $71.30 - $80.48
Q3 2020
Shares 4,885 Value ($000) $433 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 4,479 Value ($000) $358 Avg Close $67.61 Range $60.11 - $74.18
Q1 2020
Shares 4,994 Value ($000) $404 Avg Close $72.71 Range $49.41 - $82.54
Q4 2019
Shares 3,689 Value ($000) $336 Avg Close $71.81 Range $67.97 - $75.87
Q3 2019
Shares 3,460 Value ($000) $332 Avg Close $70.54 Range $66.43 - $75.43
Q2 2019
Shares 4,718 Value ($000) $416 Avg Close $67.76 Range $64.97 - $69.91
Q1 2019
Shares 5,240 Value ($000) $472 Avg Close $66.91 Range $62.24 - $69.91
Q4 2018
Shares 4,424 Value ($000) $382 Avg Close $63.89 Range $58.63 - $68.95
Q3 2018
Shares 3,357 Value ($000) $267 Avg Close $60.03 Range $57.51 - $62.55
Q2 2018
Shares 3,021 Value ($000) $241 Avg Close $56.43 Range $53.12 - $59.17
Q1 2018
Shares 2,937 Value ($000) $226 Avg Close $56.05 Range $52.58 - $60.86
Q4 2017
Shares 2,896 Value ($000) $238 Avg Close $62.65 Range $59.62 - $65.53