Duke Energy shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 123.75 |
| 2025-06-30 | $1.9M | 16k | 118.00 |
| 2025-03-31 | $2.2M | 18k | 121.97 |
| 2024-12-31 | $1.5M | 14k | 107.74 |
| 2024-09-30 | $1.6M | 14k | 115.30 |
| 2024-06-30 | $1.4M | 14k | 100.23 |
| 2024-03-31 | $1.4M | 15k | 96.71 |
| 2023-12-31 | $1.4M | 15k | 97.04 |
| 2023-09-30 | $1.3M | 15k | 88.26 |
| 2023-06-30 | $1.3M | 15k | 89.74 |
| 2023-03-31 | $2.1M | 22k | 96.47 |
| 2022-12-31 | $3.8M | 37k | 102.99 |
| 2022-09-30 | $1.1M | 12k | 93.03 |
| 2022-06-30 | $1.2M | 12k | 107.22 |
| 2022-03-31 | $1.6M | 15k | 111.65 |
| 2021-12-31 | $1.3M | 13k | 104.87 |
| 2021-09-30 | $1.1M | 12k | 97.62 |
| 2021-06-30 | $1.2M | 12k | 98.75 |
| 2021-03-31 | $1.2M | 13k | 96.50 |
| 2020-12-31 | $1.3M | 14k | 91.55 |
| 2020-09-30 | $1.2M | 14k | 88.52 |
| 2020-06-30 | $1.1M | 14k | 79.92 |
| 2020-03-31 | $1.2M | 14k | 80.86 |
| 2019-12-31 | $1.2M | 14k | 91.19 |
| 2019-09-30 | $1.1M | 11k | 95.87 |
| 2019-06-30 | $822k | 9.3k | 88.29 |
| 2019-03-31 | $740k | 8.2k | 90.01 |
| 2018-12-31 | $719k | 8.3k | 86.32 |
| 2018-09-30 | $670k | 8.4k | 80.03 |
| 2018-06-30 | $670k | 8.5k | 79.11 |
| 2018-03-31 | $649k | 8.4k | 77.46 |
| 2017-12-31 | $714k | 8.5k | 84.14 |
| 2017-09-30 | $688k | 8.2k | 83.95 |
| 2017-06-30 | $720k | 8.6k | 83.59 |
| 2017-03-31 | $690k | 8.4k | 82.02 |
| 2016-12-31 | $394k | 5.1k | 77.67 |
| 2016-09-30 | $406k | 5.1k | 79.97 |
| 2016-06-30 | $315k | 3.7k | 85.74 |
| 2016-03-31 | $283k | 3.5k | 80.56 |
| 2015-12-31 | $251k | 3.5k | 71.45 |
| 2015-09-30 | $268k | 3.7k | 71.98 |
| 2015-06-30 | $404k | 5.7k | 70.59 |
| 2015-03-31 | $456k | 5.9k | 76.83 |
| 2014-12-31 | $403k | 4.8k | 83.44 |
| 2014-09-30 | $248k | 3.3k | 74.88 |
| 2014-06-30 | $246k | 3.3k | 74.28 |
| 2013-12-31 | $214k | 3.1k | 68.88 |
| 2013-09-30 | $271k | 4.1k | 66.88 |
| 2013-06-30 | $284k | 4.2k | 67.59 |
| 2013-03-31 | $347k | 4.8k | 72.67 |
| 2012-12-31 | $527k | 8.3k | 63.80 |
| 2012-09-30 | $531k | 8.2k | 64.82 |
| 2012-06-30 | $361k | 16k | 23.06 |
| 2012-03-31 | $325k | 16k | 21.03 |
| 2011-12-31 | $353k | 16k | 22.00 |
| 2011-09-30 | $314k | 16k | 20.01 |
| 2011-06-30 | $304k | 16k | 18.84 |
| 2011-03-31 | $279k | 15k | 18.13 |
| 2010-12-31 | $293k | 17k | 17.78 |
| 2010-09-30 | $209k | 12k | 17.68 |
| 2010-06-30 | $192k | 12k | 15.97 |
| 2010-03-31 | $190k | 12k | 16.35 |
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