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Duke Energy shares owned by CWM

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

Historical chart of CWM investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 210k 123.75
2025-06-30 $22M 186k 118.00
2025-03-31 $5.0M 41k 121.98
2024-12-31 $4.5M 42k 107.74
2024-09-30 $5.0M 44k 115.29
2024-06-30 $4.2M 42k 100.23
2024-03-31 $3.9M 40k 96.71
2023-12-31 $3.6M 37k 97.03
2023-09-30 $2.9M 33k 88.26
2023-06-30 $3.1M 34k 89.74
2023-03-31 $3.3M 34k 96.47
2022-12-31 $2.9M 28k 103.00
2022-09-30 $3.2M 34k 93.03
2022-06-30 $2.8M 26k 107.20
2022-03-31 $2.6M 23k 111.67
2021-12-31 $2.2M 21k 104.92
2021-06-30 $30M 307k 98.72
2021-03-31 $29M 300k 96.53
2020-12-31 $29M 320k 91.56
2020-09-30 $29M 329k 88.56
2020-06-30 $28M 351k 79.89
2020-03-31 $27M 336k 80.88
2019-12-31 $27M 295k 91.21
2019-09-30 $23M 235k 95.86
2019-06-30 $15M 168k 88.24
2019-03-31 $9.1M 101k 90.00
2018-12-31 $4.0M 47k 86.30
2018-09-30 $858k 11k 80.01
2018-06-30 $80k 1.0k 78.82
2018-03-31 $73k 945 77.25
2017-12-31 $113k 1.3k 83.77
2017-09-30 $145k 1.7k 83.96
2017-06-30 $674k 8.1k 83.59
2017-03-31 $822k 10k 81.97
2016-12-31 $5.7M 74k 77.62
2016-09-30 $5.7M 72k 80.05
2016-06-30 $6.2M 72k 85.79
2016-03-31 $5.7M 71k 80.68
2015-12-31 $4.3M 60k 71.38
2015-09-30 $2.9M 40k 71.93
2014-03-31 $253k 3.6k 71.11
2013-12-31 $534k 7.7k 68.97