DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 2,062 Value ($000) $242 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 1,839 Value ($000) $228 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 1,836 Value ($000) $217 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 1,933 Value ($000) $236 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 2,016 Value ($000) $217 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 1,878 Value ($000) $217 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 7,860 Value ($000) $0 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 2,238 Value ($000) $0 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 2,168 Value ($000) $0 Avg Close $83.85 Range $76.14 - $92.24
Q1 2023
Shares 2,082 Value ($000) $201 Avg Close $88.17 Range $81.98 - $94.52
Q2 2022
Shares 1,912 Value ($000) $205 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 1,988 Value ($000) $222 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 1,979 Value ($000) $207 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 2,746 Value ($000) $272 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 1,920 Value ($000) $190 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 1,891 Value ($000) $176 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 1,891 Value ($000) $176 Avg Close $75.68 Range $71.30 - $80.48
Q3 2020
Shares 1,634 Value ($000) $145 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 1,735 Value ($000) $140 Avg Close $67.61 Range $60.11 - $74.18
Q1 2020
Shares 1,703 Value ($000) $138 Avg Close $72.71 Range $49.41 - $82.54
Q4 2019
Shares 1,464 Value ($000) $133 Avg Close $71.81 Range $67.97 - $75.87
Q3 2019
Shares 1,438 Value ($000) $138 Avg Close $70.54 Range $66.43 - $75.43
Q2 2019
Shares 1,896 Value ($000) $167 Avg Close $67.76 Range $64.97 - $69.91
Q1 2019
Shares 1,412 Value ($000) $127 Avg Close $66.91 Range $62.24 - $69.91
Q4 2018
Shares 1,565 Value ($000) $135 Avg Close $63.89 Range $58.63 - $68.95