Duke Energy shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Everhart Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $593k | 6.1k | 96.71 |
2023-12-31 | $515k | 5.3k | 97.04 |
2023-09-30 | $361k | 4.1k | 88.26 |
2023-06-30 | $258k | 2.9k | 89.74 |
2023-03-31 | $313k | 3.2k | 96.47 |
2022-09-30 | $317k | 3.4k | 93.10 |
2022-06-30 | $337k | 3.1k | 107.32 |
2022-03-31 | $227k | 2.0k | 111.55 |