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Duke Energy shares owned by GW & Wade

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Duke Energy

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All positions including Duke Energy held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 16k 97.06
2023-09-30 $1.5M 17k 88.23
2023-06-30 $1.5M 17k 89.71
2023-03-31 $1.6M 17k 96.44
2022-12-31 $1.7M 17k 102.97
2022-09-30 $1.7M 18k 93.02
2022-06-30 $712k 6.6k 107.20
2022-03-31 $2.2M 19k 111.67
2021-12-31 $2.0M 19k 104.88
2021-09-30 $2.0M 21k 97.57
2021-06-30 $2.1M 21k 98.73
2021-03-31 $2.2M 23k 96.53
2020-12-31 $2.0M 22k 91.58
2020-09-30 $2.1M 23k 88.58
2020-06-30 $1.9M 24k 79.90
2020-03-31 $1.8M 23k 80.87
2019-12-31 $2.2M 24k 91.20
2019-09-30 $2.2M 23k 95.88
2019-06-30 $2.1M 24k 88.25
2019-03-31 $2.2M 24k 90.01
2018-12-31 $2.1M 24k 86.29
2018-09-30 $1.9M 24k 80.02
2018-06-30 $1.9M 24k 79.07
2018-03-31 $1.8M 24k 77.47
2017-12-31 $2.0M 24k 84.09
2017-09-30 $2.0M 24k 83.92
2017-06-30 $2.0M 24k 83.60
2017-03-31 $2.0M 24k 82.02
2016-12-31 $1.9M 24k 77.63
2016-09-30 $1.9M 24k 80.04
2016-06-30 $2.1M 24k 85.77
2016-03-31 $1.9M 24k 80.69
2015-12-31 $1.7M 24k 71.41
2015-09-30 $1.6M 23k 71.94
2015-06-30 $1.6M 23k 70.62
2015-03-31 $1.6M 21k 76.78