Duke Energy shares owned by Novare Capital Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $937k | 9.7k | 97.04 |
| 2023-09-30 | $1.1M | 13k | 88.26 |
| 2023-06-30 | $5.5M | 62k | 89.74 |
| 2023-03-31 | $5.8M | 60k | 96.47 |
| 2022-12-31 | $6.3M | 61k | 102.99 |
| 2022-09-30 | $5.9M | 64k | 93.02 |
| 2022-06-30 | $6.1M | 57k | 107.22 |
| 2022-03-31 | $1.2M | 11k | 111.70 |
| 2021-12-31 | $1.2M | 11k | 104.93 |
| 2021-09-30 | $472k | 4.8k | 97.52 |
| 2021-06-30 | $388k | 3.9k | 98.70 |
| 2021-03-31 | $273k | 3.0k | 91.61 |
| 2020-12-31 | $273k | 3.0k | 91.61 |
| 2020-09-30 | $273k | 3.1k | 88.67 |
| 2020-06-30 | $323k | 4.0k | 79.83 |