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Duke Energy shares owned by West Branch Capital

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Duke Energy

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All positions including Duke Energy held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $196k 2.0k 96.71
2023-12-31 $264k 2.7k 97.04
2023-09-30 $251k 2.8k 88.26
2023-06-30 $255k 2.8k 89.74
2023-03-31 $278k 2.9k 96.47
2022-12-31 $299k 2.9k 102.99
2022-09-30 $270k 2.9k 92.88
2022-06-30 $312k 2.9k 107.33
2022-03-31 $310k 2.8k 111.51
2021-12-31 $309k 2.9k 105.07
2021-09-30 $303k 3.1k 97.52
2021-06-30 $307k 3.1k 98.81
2021-03-31 $300k 3.1k 96.56
2020-12-31 $284k 3.1k 91.41
2020-09-30 $263k 3.0k 88.55
2020-06-30 $240k 3.0k 80.00
2020-03-31 $242k 3.0k 80.91
2019-12-31 $239k 2.6k 91.08
2019-09-30 $337k 3.5k 95.93