Duke Energy shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 13k | 123.74 |
| 2025-06-30 | $1.6M | 14k | 118.00 |
| 2025-03-31 | $1.6M | 14k | 121.97 |
| 2024-12-31 | $1.5M | 14k | 107.74 |
| 2024-09-30 | $1.6M | 14k | 115.30 |
| 2024-06-30 | $1.4M | 14k | 100.23 |
| 2024-03-31 | $1.4M | 14k | 96.71 |
| 2023-09-30 | $1.2M | 14k | 88.26 |
| 2023-06-30 | $1.2M | 14k | 89.74 |
| 2023-03-31 | $1.3M | 14k | 96.47 |
| 2022-12-31 | $1.3M | 13k | 102.99 |
| 2022-09-30 | $1.1M | 12k | 93.03 |
| 2022-06-30 | $1.3M | 12k | 107.17 |
| 2022-03-31 | $1.3M | 12k | 111.72 |
| 2021-12-31 | $1.2M | 12k | 104.84 |
| 2021-09-30 | $1.1M | 11k | 97.65 |
| 2021-06-30 | $1.0M | 11k | 98.77 |
| 2021-03-31 | $997k | 10k | 96.52 |
| 2020-12-31 | $985k | 11k | 92.60 |
| 2020-09-30 | $998k | 11k | 91.64 |
| 2020-06-30 | $877k | 68 | 12897.06 |
| 2020-03-31 | $881k | 10k | 85.43 |
| 2019-12-31 | $1.2M | 13k | 94.58 |
| 2019-09-30 | $1.2M | 13k | 96.00 |
| 2019-06-30 | $1.1M | 13k | 89.15 |
| 2019-03-31 | $223k | 2.5k | 89.88 |
| 2018-12-31 | $215k | 2.5k | 86.41 |
| 2018-09-30 | $198k | 2.5k | 80.06 |
| 2018-06-30 | $192k | 2.4k | 79.27 |
| 2018-03-31 | $187k | 2.4k | 77.27 |
| 2017-12-31 | $221k | 2.7k | 82.28 |
| 2017-09-30 | $216k | 2.5k | 84.77 |
| 2017-06-30 | $165k | 2.0k | 83.33 |
| 2017-03-31 | $164k | 2.0k | 82.83 |
| 2016-12-31 | $75k | 970 | 77.32 |
| 2016-09-30 | $118k | 1.5k | 77.28 |
| 2016-06-30 | $168k | 1.9k | 87.18 |