Duke Energy shares owned by First Personal Financial Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by First Personal Financial Services
from 13F filings
Historical chart of First Personal Financial Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by First Personal Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 15k | 96.71 |
| 2023-12-31 | $765k | 7.9k | 97.04 |
| 2023-09-30 | $696k | 7.9k | 88.26 |
| 2023-06-30 | $715k | 8.0k | 89.74 |
| 2023-03-31 | $769k | 8.0k | 96.47 |
| 2022-12-31 | $901k | 8.7k | 103.00 |
| 2022-09-30 | $813k | 8.7k | 93.00 |
| 2022-06-30 | $960k | 9.0k | 107.17 |
| 2022-03-31 | $920k | 8.2k | 111.68 |
| 2021-12-31 | $878k | 8.4k | 104.89 |
| 2021-09-30 | $854k | 8.7k | 97.61 |
| 2021-06-30 | $864k | 8.7k | 98.75 |
| 2021-03-31 | $829k | 8.6k | 96.59 |
| 2020-12-31 | $811k | 8.9k | 91.51 |
| 2020-09-30 | $737k | 8.3k | 88.65 |
| 2020-06-30 | $713k | 8.9k | 79.92 |
| 2020-03-31 | $744k | 9.2k | 80.90 |
| 2019-12-31 | $958k | 11k | 91.16 |
| 2019-09-30 | $1.3M | 14k | 95.84 |
| 2019-06-30 | $1.3M | 14k | 88.26 |
| 2019-03-31 | $1.3M | 15k | 89.98 |
| 2018-12-31 | $1.3M | 15k | 86.30 |
| 2018-09-30 | $1.3M | 16k | 79.99 |
| 2018-06-30 | $1.3M | 17k | 79.07 |
| 2018-03-31 | $1.4M | 18k | 77.47 |
| 2017-12-31 | $1.5M | 18k | 84.10 |
| 2017-09-30 | $1.4M | 17k | 83.91 |
| 2017-06-30 | $1.5M | 18k | 83.56 |
| 2017-03-31 | $1.5M | 18k | 82.03 |
| 2016-12-31 | $1.4M | 19k | 77.64 |
| 2016-09-30 | $1.6M | 20k | 80.06 |
| 2016-06-30 | $1.6M | 19k | 85.79 |
| 2016-03-31 | $1.5M | 19k | 80.69 |
| 2015-12-31 | $1.4M | 19k | 71.37 |
| 2015-09-30 | $1.4M | 19k | 71.94 |
| 2015-06-30 | $1.4M | 19k | 70.63 |
| 2015-03-31 | $1.6M | 21k | 77.12 |
| 2014-12-31 | $1.8M | 22k | 82.35 |
More positions owned by First Personal Financial Services
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