Duke Energy shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $62k | 636 | 96.70 |
| 2023-12-31 | $62k | 636 | 97.03 |
| 2023-09-30 | $56k | 636 | 88.25 |
| 2023-06-30 | $57k | 636 | 89.74 |
| 2023-03-31 | $61k | 636 | 96.47 |
| 2022-12-31 | $61k | 590 | 102.98 |
| 2022-09-30 | $55k | 590 | 93.22 |
| 2022-06-30 | $63k | 590 | 106.78 |
| 2022-03-31 | $66k | 590 | 111.86 |
| 2021-12-31 | $62k | 590 | 105.08 |
| 2021-09-30 | $58k | 590 | 98.31 |
| 2021-06-30 | $58k | 590 | 98.31 |
| 2021-03-31 | $57k | 590 | 96.61 |
| 2020-12-31 | $41k | 450 | 91.11 |
| 2020-09-30 | $40k | 450 | 88.89 |
| 2020-06-30 | $36k | 450 | 80.00 |
| 2020-03-31 | $36k | 450 | 80.00 |
| 2019-12-31 | $41k | 450 | 91.11 |
| 2019-09-30 | $43k | 450 | 95.56 |
| 2019-06-30 | $40k | 450 | 88.89 |
| 2019-03-31 | $40k | 450 | 88.89 |
| 2018-12-31 | $39k | 450 | 86.67 |
| 2018-09-30 | $36k | 450 | 80.00 |
| 2018-06-30 | $36k | 450 | 80.00 |
| 2018-03-31 | $35k | 450 | 77.78 |
| 2017-12-31 | $38k | 450 | 84.44 |
| 2017-09-30 | $112k | 1.3k | 83.83 |
| 2017-06-30 | $136k | 1.6k | 83.49 |
| 2017-03-31 | $155k | 1.9k | 82.14 |
| 2016-12-31 | $68k | 877 | 77.54 |
| 2016-09-30 | $70k | 877 | 79.82 |
| 2015-12-31 | $1.0k | 11 | 90.91 |
More positions owned by Jackson, Grant Investment Advisers
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