Duke Energy shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 25k | 96.71 |
| 2023-12-31 | $2.4M | 25k | 97.04 |
| 2023-09-30 | $2.2M | 25k | 88.26 |
| 2023-06-30 | $2.2M | 24k | 89.74 |
| 2023-03-31 | $2.2M | 23k | 96.47 |
| 2022-12-31 | $2.4M | 23k | 102.99 |
| 2022-09-30 | $1.8M | 20k | 93.00 |
| 2022-06-30 | $2.1M | 20k | 107.22 |
| 2022-03-31 | $2.2M | 20k | 111.68 |
| 2021-12-31 | $2.0M | 19k | 104.88 |
| 2021-09-30 | $1.9M | 20k | 97.58 |
| 2021-06-30 | $1.9M | 19k | 98.73 |
| 2021-03-31 | $1.9M | 19k | 96.51 |
| 2020-12-31 | $1.7M | 19k | 91.55 |
| 2020-09-30 | $1.6M | 18k | 88.55 |
| 2020-06-30 | $1.3M | 16k | 79.86 |
| 2020-03-31 | $1.2M | 15k | 80.91 |
| 2019-12-31 | $1.2M | 13k | 91.18 |
| 2019-09-30 | $1.1M | 12k | 95.83 |
| 2019-06-30 | $972k | 11k | 88.28 |
| 2019-03-31 | $889k | 9.9k | 89.97 |
| 2018-12-31 | $808k | 9.5k | 85.32 |
| 2018-09-30 | $692k | 8.7k | 79.09 |
| 2018-06-30 | $692k | 8.7k | 79.09 |
| 2018-03-31 | $687k | 8.9k | 77.51 |
| 2017-12-31 | $553k | 6.6k | 84.07 |
| 2017-09-30 | $546k | 6.5k | 83.90 |
| 2017-06-30 | $539k | 6.4k | 83.62 |
| 2017-03-31 | $529k | 6.4k | 82.07 |
| 2016-12-31 | $509k | 6.6k | 77.54 |
| 2014-12-31 | $304k | 3.6k | 83.45 |
| 2014-09-30 | $252k | 3.4k | 74.87 |
| 2014-06-30 | $250k | 3.4k | 74.27 |
| 2013-12-31 | $238k | 3.5k | 68.97 |
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