Duke Energy shares owned by Family Management Corporation
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Family Management Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 35k | 96.71 |
| 2023-12-31 | $2.4M | 25k | 97.04 |
| 2023-09-30 | $427k | 4.8k | 88.26 |
| 2023-06-30 | $474k | 5.3k | 89.74 |
| 2023-03-31 | $538k | 5.6k | 96.47 |
| 2022-12-31 | $651k | 6.3k | 102.99 |
| 2022-09-30 | $600k | 6.5k | 92.98 |
| 2022-06-30 | $710k | 6.6k | 107.25 |
| 2022-03-31 | $760k | 6.8k | 111.63 |
| 2021-12-31 | $683k | 6.5k | 104.95 |
| 2021-09-30 | $629k | 6.5k | 97.52 |
| 2021-06-30 | $590k | 6.0k | 98.78 |
| 2021-03-31 | $238k | 2.5k | 96.55 |
| 2020-03-31 | $248k | 3.1k | 80.76 |
| 2019-12-31 | $303k | 3.3k | 91.29 |
| 2019-09-30 | $274k | 2.9k | 95.77 |
| 2018-09-30 | $2.0M | 26k | 80.03 |
| 2018-06-30 | $2.2M | 28k | 79.10 |
| 2018-03-31 | $2.1M | 27k | 77.48 |
More positions owned by Family Management Corporation
View all positions for Family Management Corporation