Chicago Partners Investment »

Duke Energy shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 46k 98.20
2023-12-31 $4.3M 46k 94.54
2023-09-30 $4.0M 47k 86.33
2023-06-30 $4.3M 47k 92.53
2023-03-31 $4.5M 46k 98.90
2022-12-31 $4.4M 44k 100.82
2022-09-30 $4.0M 44k 92.23
2022-06-30 $4.8M 44k 109.93
2022-03-31 $4.5M 41k 108.89
2021-12-31 $4.0M 40k 99.95
2021-09-30 $4.0M 40k 100.26
2021-06-30 $4.2M 40k 104.58
2021-03-31 $3.9M 40k 99.19
2020-12-31 $3.5M 39k 90.28
2020-09-30 $3.7M 39k 95.53
2020-06-30 $3.1M 39k 81.29
2020-03-31 $3.4M 37k 90.10
2019-12-31 $3.6M 38k 93.17
2019-09-30 $3.7M 39k 96.08
2019-06-30 $3.4M 38k 88.14
2019-03-31 $3.4M 38k 89.15
2018-12-31 $3.3M 38k 85.27
2018-09-30 $1.4M 17k 83.49
2018-06-30 $1.3M 16k 79.11
2018-03-31 $4.0M 51k 77.47
2017-12-31 $4.4M 53k 84.10
2017-09-30 $4.4M 52k 83.93
2017-06-30 $7.6M 90k 83.58
2017-03-31 $1.1M 13k 82.01
2016-12-31 $1.5M 19k 77.63
2016-09-30 $1.6M 20k 80.03
2016-06-30 $794k 9.3k 85.78
2016-03-31 $446k 5.5k 80.62
2015-12-31 $359k 5.0k 71.34
2015-09-30 $362k 5.0k 71.94
2015-06-30 $355k 5.0k 70.55
2015-03-31 $386k 4.6k 83.46
2014-12-31 $420k 5.0k 83.47

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy