Duke Energy shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $584k | 5.1k | 115.30 |
| 2024-06-30 | $13k | 126 | 100.23 |
| 2024-03-31 | $12k | 119 | 96.71 |
| 2023-12-31 | $14k | 145 | 97.04 |
| 2023-09-30 | $14k | 163 | 88.26 |
| 2023-06-30 | $12k | 134 | 89.75 |
| 2023-03-31 | $73k | 753 | 96.47 |
| 2022-12-31 | $76k | 735 | 102.99 |
| 2022-09-30 | $72k | 769 | 93.63 |
| 2022-06-30 | $86k | 803 | 107.10 |
| 2022-03-31 | $15k | 132 | 113.64 |
| 2021-12-31 | $5.0k | 47 | 106.38 |
| 2021-06-30 | $18k | 185 | 97.30 |
| 2020-12-31 | $10k | 109 | 91.74 |
| 2018-09-30 | $7.0k | 92 | 76.09 |
| 2017-12-31 | $22k | 261 | 84.29 |
| 2017-03-31 | $6.0k | 77 | 77.92 |
| 2016-12-31 | $6.0k | 77 | 77.92 |
| 2016-09-30 | $6.0k | 77 | 77.92 |
| 2016-06-30 | $7.0k | 77 | 90.91 |
| 2016-03-31 | $6.0k | 77 | 77.92 |
| 2015-12-31 | $11k | 155 | 70.97 |
| 2015-06-30 | $7.0k | 93 | 75.27 |
| 2015-03-31 | $7.0k | 93 | 75.27 |
| 2014-12-31 | $8.0k | 101 | 79.21 |
| 2014-09-30 | $14k | 188 | 74.47 |
| 2014-06-30 | $16k | 222 | 72.07 |