Duke Energy shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 2.3k | 123.78 |
| 2025-06-30 | $349k | 3.0k | 118.02 |
| 2025-03-31 | $353k | 2.9k | 121.96 |
| 2024-12-31 | $267k | 2.5k | 107.74 |
| 2024-09-30 | $285k | 2.5k | 115.30 |
| 2024-06-30 | $246k | 2.5k | 100.21 |
| 2022-09-30 | $80k | 861 | 92.92 |
| 2022-06-30 | $91k | 856 | 106.31 |
| 2022-03-31 | $95k | 851 | 111.63 |
| 2021-12-31 | $88k | 847 | 103.90 |
| 2021-09-30 | $82k | 842 | 97.39 |
| 2021-06-30 | $82k | 837 | 97.97 |
| 2021-03-31 | $80k | 833 | 96.04 |
| 2020-12-31 | $76k | 828 | 91.79 |
| 2020-09-30 | $72k | 823 | 87.48 |
| 2020-06-30 | $110k | 1.3k | 81.85 |
| 2020-03-31 | $103k | 1.3k | 77.27 |
| 2019-12-31 | $119k | 1.3k | 90.02 |
| 2019-09-30 | $126k | 1.3k | 96.04 |
| 2019-06-30 | $114k | 1.3k | 87.56 |
| 2019-03-31 | $125k | 126k | 0.99 |