Duke Energy shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 16k | 123.75 |
| 2025-06-30 | $1.9M | 16k | 118.00 |
| 2025-03-31 | $2.0M | 16k | 121.97 |
| 2024-12-31 | $1.8M | 17k | 107.74 |
| 2024-09-30 | $2.0M | 17k | 115.30 |
| 2024-06-30 | $1.7M | 17k | 100.23 |
| 2024-03-31 | $1.6M | 17k | 96.71 |
| 2023-12-31 | $1.6M | 17k | 97.04 |
| 2023-09-30 | $1.2M | 14k | 88.26 |
| 2023-06-30 | $1.3M | 14k | 89.74 |
| 2023-03-31 | $1.4M | 15k | 96.47 |
| 2022-12-31 | $1.5M | 14k | 102.99 |
| 2022-09-30 | $1.1M | 12k | 93.05 |
| 2022-06-30 | $1.3M | 12k | 107.21 |
| 2022-03-31 | $1.2M | 11k | 111.63 |
| 2021-12-31 | $1.1M | 11k | 104.90 |
| 2021-09-30 | $1.1M | 11k | 97.52 |
| 2021-06-30 | $1.1M | 11k | 98.68 |
| 2021-03-31 | $1.1M | 11k | 96.49 |
| 2020-12-31 | $906k | 9.9k | 91.53 |
| 2020-09-30 | $828k | 9.3k | 88.58 |
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