Duke Energy shares owned by Excalibur Management Corporation
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Excalibur Management Corporation
from 13F filings
Historical chart of Excalibur Management Corporation investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Excalibur Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 12k | 115.30 |
| 2024-06-30 | $1.3M | 13k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-12-31 | $1.2M | 12k | 97.04 |
| 2023-09-30 | $1.1M | 12k | 88.26 |
| 2023-06-30 | $976k | 11k | 89.74 |
| 2023-03-31 | $1.1M | 12k | 96.47 |
| 2022-12-31 | $1.2M | 12k | 102.99 |
| 2022-09-30 | $1.1M | 12k | 92.99 |
| 2022-06-30 | $1.3M | 12k | 107.19 |
| 2022-03-31 | $1.9M | 17k | 111.67 |
| 2021-12-31 | $2.1M | 20k | 104.92 |
| 2021-09-30 | $1.9M | 20k | 97.62 |
| 2021-06-30 | $2.0M | 20k | 98.72 |
| 2021-03-31 | $1.9M | 20k | 96.53 |
| 2020-12-31 | $1.9M | 21k | 91.55 |
| 2020-09-30 | $1.8M | 21k | 88.57 |
| 2020-06-30 | $1.8M | 22k | 79.88 |
| 2020-03-31 | $1.0M | 12k | 80.88 |
| 2019-12-31 | $635k | 7.0k | 91.27 |
| 2016-12-31 | $215k | 2.8k | 77.48 |
| 2016-09-30 | $222k | 2.8k | 80.00 |
| 2016-06-30 | $238k | 2.8k | 85.77 |
| 2016-03-31 | $224k | 2.8k | 80.72 |
| 2014-12-31 | $1.0M | 13k | 83.55 |
| 2014-09-30 | $939k | 13k | 74.78 |
| 2014-06-30 | $936k | 13k | 74.16 |
| 2014-03-31 | $907k | 13k | 71.20 |
| 2013-12-31 | $1.2M | 17k | 68.98 |
| 2013-09-30 | $1.1M | 17k | 66.75 |
| 2013-06-30 | $1.2M | 17k | 67.51 |
| 2013-03-31 | $1.3M | 18k | 72.56 |
| 2012-12-31 | $996k | 16k | 63.77 |
| 2012-09-30 | $1.0M | 16k | 64.81 |
| 2012-06-30 | $1000k | 43k | 23.05 |
More positions owned by Excalibur Management Corporation
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