Duke Energy shares owned by Annis Gardner Whiting Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Annis Gardner Whiting Capital Advisors
from 13F filings
Historical chart of Annis Gardner Whiting Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Annis Gardner Whiting Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $545k | 4.6k | 117.22 |
| 2025-09-30 | $225k | 1.8k | 123.76 |
| 2025-06-30 | $285k | 2.4k | 118.01 |
| 2025-03-31 | $220k | 1.8k | 121.97 |
| 2024-12-31 | $194k | 1.8k | 107.73 |
| 2024-09-30 | $359k | 3.1k | 115.29 |
| 2024-06-30 | $226k | 2.3k | 100.22 |
| 2024-03-31 | $216k | 2.2k | 96.73 |
| 2023-12-31 | $182k | 1.9k | 97.05 |
| 2023-09-30 | $98k | 1.1k | 88.26 |
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