Duke Energy shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $711k | 8.8k | 80.87 |
| 2019-12-31 | $3.4M | 37k | 91.20 |
| 2019-09-30 | $3.5M | 37k | 95.87 |
| 2019-06-30 | $3.2M | 37k | 88.24 |
| 2019-03-31 | $2.8M | 31k | 89.99 |
| 2018-12-31 | $2.6M | 30k | 86.29 |
| 2018-09-30 | $2.5M | 32k | 80.01 |
| 2018-06-30 | $2.5M | 31k | 79.08 |
| 2018-03-31 | $2.5M | 33k | 77.48 |
| 2017-12-31 | $3.4M | 41k | 84.11 |
| 2017-09-30 | $3.4M | 41k | 83.91 |
| 2017-06-30 | $3.4M | 41k | 83.60 |
| 2017-03-31 | $3.3M | 40k | 82.00 |
| 2016-12-31 | $2.6M | 34k | 77.62 |
| 2016-09-30 | $458k | 5.7k | 80.00 |
| 2016-06-30 | $2.1M | 25k | 85.80 |
| 2016-03-31 | $3.1M | 38k | 80.67 |
| 2015-12-31 | $3.3M | 47k | 71.39 |
| 2015-09-30 | $1.5M | 22k | 71.92 |
| 2015-06-30 | $1.5M | 21k | 70.74 |
| 2015-03-31 | $1.8M | 23k | 76.77 |
| 2014-12-31 | $2.2M | 26k | 83.55 |
| 2014-09-30 | $2.8M | 38k | 74.78 |
| 2014-06-30 | $2.5M | 34k | 74.20 |
| 2014-03-31 | $1.2M | 16k | 71.18 |
| 2013-12-31 | $1.1M | 16k | 69.01 |
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