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Duke Energy shares owned by Gradient Investments

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

Historical chart of Gradient Investments investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 2.4k 115.29
2024-06-30 $243k 2.4k 100.24
2024-03-31 $174k 1.8k 96.72
2023-12-31 $785k 8.1k 97.04
2023-09-30 $724k 8.2k 88.26
2023-06-30 $752k 8.4k 89.74
2023-03-31 $791k 8.2k 96.47
2022-12-31 $838k 8.1k 102.99
2022-09-30 $845k 9.1k 92.98
2022-06-30 $821k 7.7k 107.18
2022-03-31 $854k 7.6k 111.66
2021-12-31 $722k 6.9k 104.88
2021-09-30 $625k 6.4k 97.56
2021-06-30 $705k 7.1k 98.78
2021-03-31 $666k 6.9k 96.52
2020-12-31 $11M 121k 88.56
2020-09-30 $11M 123k 88.56
2020-06-30 $440k 5.5k 79.91
2020-03-31 $497k 6.1k 80.96
2019-12-31 $2.4M 26k 91.21
2019-09-30 $2.3M 24k 95.84
2019-06-30 $1.7M 20k 88.26
2019-03-31 $629k 7.0k 90.04
2018-12-31 $458k 5.3k 86.30
2018-09-30 $393k 4.9k 80.01
2018-06-30 $325k 4.1k 79.09
2018-03-31 $308k 4.0k 77.39
2017-12-31 $340k 4.0k 83.99
2017-09-30 $356k 4.2k 84.02
2017-06-30 $323k 3.9k 83.59
2017-03-31 $500k 6.1k 81.95
2016-12-31 $463k 6.0k 77.58
2016-09-30 $276k 3.5k 80.00
2016-06-30 $235k 2.7k 85.61
2016-03-31 $227k 2.8k 80.84
2015-12-31 $246k 3.5k 71.24
2015-09-30 $327k 4.5k 71.92
2015-06-30 $322k 4.6k 70.72
2015-03-31 $208k 2.7k 76.95
2014-12-31 $318k 3.8k 83.44
2014-09-30 $208k 2.8k 74.93
2014-06-30 $206k 2.8k 74.21
2014-03-31 $127k 1.8k 71.43
2013-12-31 $136k 2.0k 68.90
2013-09-30 $90k 1.3k 67.01
2013-06-30 $142k 2.1k 67.39