Duke Energy shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 24k | 96.71 |
| 2023-12-31 | $2.4M | 24k | 97.04 |
| 2023-09-30 | $2.1M | 24k | 88.26 |
| 2023-06-30 | $2.5M | 28k | 89.74 |
| 2023-03-31 | $2.7M | 28k | 96.47 |
| 2022-12-31 | $2.8M | 28k | 102.99 |
| 2022-09-30 | $2.5M | 27k | 93.00 |
| 2022-06-30 | $3.0M | 28k | 107.22 |
| 2022-03-31 | $3.1M | 28k | 111.65 |
| 2021-12-31 | $2.9M | 27k | 104.88 |
| 2021-09-30 | $2.3M | 24k | 97.58 |
| 2021-06-30 | $2.0M | 20k | 98.73 |
| 2021-03-31 | $272k | 2.8k | 96.42 |
| 2020-12-31 | $512k | 5.6k | 91.58 |
| 2020-09-30 | $214k | 2.4k | 88.65 |
| 2020-06-30 | $214k | 2.7k | 79.79 |