Duke Energy shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 22k | 97.04 |
| 2023-09-30 | $1.8M | 20k | 88.26 |
| 2023-06-30 | $1.8M | 7.0k | 256.91 |
| 2023-03-31 | $1.8M | 23k | 77.99 |
| 2022-12-31 | $1.4M | 14k | 102.99 |
| 2022-09-30 | $2.2M | 24k | 93.01 |
| 2022-06-30 | $1.2M | 11k | 107.17 |
| 2022-03-31 | $812k | 7.3k | 111.62 |
| 2021-12-31 | $726k | 6.9k | 104.84 |
| 2021-09-30 | $587k | 79k | 7.40 |
| 2021-06-30 | $714k | 7.2k | 98.71 |
| 2021-03-31 | $731k | 7.6k | 96.54 |
| 2020-12-31 | $610k | 6.7k | 91.55 |
| 2020-09-30 | $671k | 7.6k | 88.58 |
| 2020-06-30 | $687k | 8.6k | 79.84 |
| 2020-03-31 | $801k | 9.9k | 80.86 |
| 2019-12-31 | $917k | 10k | 91.19 |
| 2019-09-30 | $1.1M | 11k | 95.88 |
| 2019-06-30 | $1.0M | 12k | 88.26 |
| 2019-03-31 | $995k | 11k | 89.99 |
| 2018-12-31 | $1.1M | 13k | 86.26 |
| 2018-09-30 | $999k | 13k | 80.06 |