Duke Energy shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 11k | 97.04 |
| 2023-09-30 | $1.2M | 13k | 88.26 |
| 2023-06-30 | $1.2M | 14k | 89.74 |
| 2023-03-31 | $1.3M | 14k | 96.47 |
| 2022-12-31 | $1.4M | 14k | 102.99 |
| 2022-09-30 | $1.2M | 13k | 92.98 |
| 2022-06-30 | $1.4M | 13k | 107.19 |
| 2022-03-31 | $1.5M | 14k | 111.65 |
| 2021-12-31 | $1.8M | 17k | 104.93 |
| 2021-09-30 | $1.7M | 17k | 97.58 |
| 2021-06-30 | $1.7M | 18k | 98.74 |
| 2021-03-31 | $1.7M | 18k | 96.51 |
| 2020-12-31 | $1.6M | 18k | 91.57 |
| 2020-09-30 | $1.7M | 19k | 88.57 |
| 2020-06-30 | $1.2M | 15k | 79.91 |
| 2020-03-31 | $1.1M | 14k | 80.88 |
| 2019-12-31 | $1.2M | 13k | 91.24 |
| 2019-09-30 | $1.2M | 12k | 95.85 |
| 2019-06-30 | $1.1M | 12k | 88.27 |
| 2019-03-31 | $1.1M | 12k | 89.98 |
| 2018-12-31 | $1.0M | 12k | 86.31 |
| 2018-09-30 | $975k | 12k | 79.98 |
| 2018-06-30 | $1.0M | 13k | 79.08 |
| 2018-03-31 | $1.1M | 14k | 77.51 |
| 2017-12-31 | $762k | 9.1k | 84.11 |
| 2016-12-31 | $216k | 2.8k | 77.73 |
| 2016-09-30 | $222k | 2.8k | 79.88 |
| 2016-06-30 | $238k | 2.8k | 85.64 |
| 2016-03-31 | $224k | 2.8k | 80.60 |
| 2015-09-30 | $252k | 3.5k | 71.86 |
| 2015-06-30 | $248k | 3.5k | 70.72 |
| 2015-03-31 | $296k | 3.9k | 76.70 |
| 2014-12-31 | $566k | 6.8k | 83.59 |
| 2014-09-30 | $527k | 7.0k | 74.77 |
| 2014-06-30 | $492k | 6.6k | 74.12 |
| 2014-03-31 | $337k | 4.7k | 71.17 |