Duke Energy shares owned by ProVise Management Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.5M | 57k | 96.71 |
2023-12-31 | $5.8M | 60k | 97.04 |
2023-09-30 | $5.2M | 60k | 88.26 |
2023-06-30 | $6.5M | 67k | 96.47 |
2023-03-31 | $6.5M | 67k | 96.47 |
2022-12-31 | $6.4M | 62k | 102.99 |
2022-09-30 | $4.9M | 53k | 93.01 |
2022-06-30 | $5.5M | 52k | 107.21 |
2022-03-31 | $5.1M | 46k | 111.67 |
2021-12-31 | $4.0M | 38k | 104.90 |
2021-09-30 | $3.4M | 35k | 97.59 |
2021-06-30 | $2.9M | 29k | 98.71 |
2021-03-31 | $2.7M | 28k | 96.53 |
2020-12-31 | $2.6M | 28k | 91.56 |
2020-09-30 | $2.5M | 28k | 88.57 |
2020-06-30 | $2.2M | 28k | 79.88 |
2020-03-31 | $2.3M | 28k | 80.87 |
2019-12-31 | $2.6M | 29k | 91.20 |
2019-09-30 | $2.8M | 29k | 95.87 |
2019-06-30 | $2.6M | 29k | 88.25 |
2019-03-31 | $2.7M | 30k | 90.01 |
2018-12-31 | $2.9M | 33k | 86.32 |
2018-09-30 | $2.9M | 36k | 80.02 |
2018-06-30 | $2.9M | 37k | 79.08 |
2018-03-31 | $200k | 2.6k | 77.40 |
2017-12-31 | $217k | 2.6k | 83.98 |
2016-09-30 | $2.2M | 27k | 80.04 |
2016-06-30 | $2.5M | 29k | 85.77 |