Duke Energy shares owned by Wambolt & Associates
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $498k | 5.2k | 96.06 |
| 2023-12-31 | $877k | 9.0k | 97.04 |
| 2023-09-30 | $968k | 11k | 85.44 |
| 2023-06-30 | $997k | 11k | 89.74 |
| 2023-03-31 | $961k | 10k | 95.09 |
| 2022-12-31 | $1.1M | 10k | 102.99 |
| 2022-09-30 | $892k | 9.6k | 93.02 |
| 2022-06-30 | $920k | 8.6k | 107.18 |
| 2022-03-31 | $885k | 7.8k | 112.88 |
| 2021-12-31 | $832k | 7.9k | 104.87 |
| 2021-09-30 | $789k | 8.0k | 98.48 |
| 2021-06-30 | $798k | 8.0k | 99.60 |
| 2021-03-31 | $624k | 6.5k | 96.30 |
| 2020-12-31 | $618k | 6.8k | 91.56 |
| 2020-09-30 | $604k | 6.8k | 88.58 |
| 2020-06-30 | $489k | 6.1k | 79.90 |
| 2020-03-31 | $441k | 5.5k | 80.90 |
| 2019-12-31 | $444k | 4.9k | 91.30 |
| 2019-09-30 | $419k | 4.4k | 95.86 |
| 2019-06-30 | $399k | 4.5k | 88.35 |
| 2019-03-31 | $392k | 4.3k | 90.22 |
| 2018-12-31 | $383k | 4.4k | 86.30 |