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Duke Energy shares owned by Equitable Trust

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

Historical chart of Equitable Trust investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Equitable Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 21k 96.71
2023-12-31 $1.7M 18k 97.04
2023-09-30 $1.5M 18k 88.26
2023-06-30 $1.5M 16k 89.74
2023-03-31 $1.5M 16k 96.47
2022-12-31 $1.6M 16k 102.99
2022-09-30 $758k 8.1k 93.05
2022-06-30 $715k 6.7k 107.20
2022-03-31 $596k 5.3k 111.60
2021-12-31 $346k 3.3k 104.94
2021-09-30 $345k 3.5k 97.71
2021-06-30 $361k 3.7k 98.74
2021-03-31 $342k 3.5k 96.67
2020-12-31 $293k 3.2k 91.36
2020-09-30 $283k 3.2k 88.37
2020-06-30 $257k 3.2k 80.02
2020-03-31 $271k 3.4k 81.00
2019-12-31 $353k 3.9k 91.02
2019-09-30 $374k 3.9k 95.86
2019-06-30 $313k 3.5k 88.46
2019-03-31 $348k 3.9k 89.84
2018-12-31 $305k 3.5k 86.21
2018-09-30 $327k 4.1k 79.91
2018-06-30 $292k 3.7k 79.11