Duke Energy shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 3.2k | 123.83 |
| 2025-06-30 | $359k | 3.0k | 117.98 |
| 2025-03-31 | $371k | 3.0k | 121.92 |
| 2024-12-31 | $328k | 3.0k | 107.79 |
| 2024-09-30 | $351k | 3.0k | 115.35 |
| 2024-06-30 | $305k | 3.0k | 100.23 |
| 2024-03-31 | $294k | 3.0k | 96.62 |
| 2023-12-31 | $295k | 3.0k | 96.94 |
| 2023-09-30 | $269k | 3.0k | 88.40 |
| 2023-06-30 | $273k | 3.0k | 89.71 |
| 2023-03-31 | $339k | 3.5k | 96.47 |
| 2022-12-31 | $6.0M | 58k | 102.99 |
| 2022-09-30 | $7.3M | 78k | 93.02 |
| 2022-06-30 | $3.3M | 31k | 107.22 |
| 2022-03-31 | $9.3M | 83k | 111.66 |
| 2021-12-31 | $3.6M | 34k | 104.89 |
| 2021-09-30 | $24k | 34k | 0.70 |
| 2021-06-30 | $3.3M | 34k | 98.72 |
| 2021-03-31 | $3.2M | 34k | 96.53 |
| 2020-12-31 | $3.0M | 33k | 91.55 |
| 2020-09-30 | $2.9M | 33k | 88.55 |
| 2020-06-30 | $2.5M | 31k | 79.90 |
| 2020-03-31 | $2.4M | 29k | 81.82 |
| 2019-12-31 | $3.8M | 40k | 96.21 |
| 2019-09-30 | $4.4M | 45k | 96.25 |
| 2019-06-30 | $3.3M | 37k | 89.69 |
| 2019-03-31 | $3.2M | 36k | 89.99 |
| 2018-12-31 | $3.0M | 35k | 84.66 |
| 2018-09-30 | $2.7M | 34k | 80.00 |
| 2018-06-30 | $2.6M | 33k | 80.18 |
| 2018-03-31 | $2.2M | 28k | 77.70 |
| 2017-12-31 | $2.9M | 36k | 81.24 |
| 2017-09-30 | $3.0M | 35k | 85.80 |
| 2015-09-30 | $146k | 2.0k | 72.10 |
| 2015-03-31 | $272k | 3.5k | 76.64 |
| 2014-12-31 | $327k | 3.9k | 83.46 |