Duke Energy shares owned by Institutional & Family Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Institutional & Family Asset Management
from 13F filings
Historical chart of Institutional & Family Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Institutional & Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $217k | 2.2k | 100.23 |
| 2024-03-31 | $210k | 2.2k | 96.71 |
| 2023-12-31 | $211k | 2.2k | 97.04 |
| 2023-09-30 | $191k | 2.2k | 88.26 |
| 2023-06-30 | $195k | 2.2k | 89.74 |
| 2023-03-31 | $209k | 2.2k | 96.47 |
| 2022-12-31 | $223k | 2.2k | 102.99 |
| 2022-09-30 | $202k | 2.2k | 93.13 |
| 2022-06-30 | $233k | 2.2k | 107.42 |
| 2022-03-31 | $242k | 2.2k | 111.57 |
| 2021-12-31 | $228k | 2.2k | 105.12 |
| 2021-09-30 | $212k | 2.2k | 97.74 |
| 2021-06-30 | $214k | 2.2k | 98.66 |
| 2021-03-31 | $209k | 2.2k | 96.36 |
| 2020-12-31 | $199k | 2.2k | 91.75 |
| 2020-09-30 | $192k | 2.2k | 88.52 |
| 2020-06-30 | $177k | 2.2k | 80.09 |
| 2020-03-31 | $179k | 2.2k | 81.00 |
| 2019-12-31 | $212k | 2.3k | 91.30 |
| 2019-09-30 | $261k | 2.7k | 95.78 |
| 2019-06-30 | $223k | 2.5k | 88.07 |
| 2019-03-31 | $228k | 2.5k | 90.05 |
| 2018-12-31 | $279k | 3.2k | 86.43 |
| 2018-09-30 | $311k | 3.9k | 80.13 |
| 2018-06-30 | $307k | 3.9k | 79.10 |
| 2018-03-31 | $177k | 2.3k | 77.60 |
| 2017-12-31 | $326k | 3.9k | 84.00 |
| 2017-09-30 | $326k | 3.9k | 84.00 |
| 2017-06-30 | $323k | 3.9k | 83.70 |
| 2017-03-31 | $309k | 3.8k | 81.98 |
| 2016-12-31 | $293k | 3.8k | 77.74 |
| 2016-09-30 | $302k | 3.8k | 80.13 |
| 2016-06-30 | $323k | 3.8k | 85.70 |
| 2016-03-31 | $269k | 3.8k | 71.37 |
| 2015-12-31 | $269k | 3.8k | 71.37 |
More positions owned by Institutional & Family Asset Management
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