Duke Energy shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $413k | 4.1k | 100.23 |
| 2024-03-31 | $380k | 3.9k | 96.71 |
| 2022-09-30 | $218k | 2.3k | 93.08 |
| 2022-06-30 | $251k | 2.3k | 107.17 |
| 2022-03-31 | $268k | 2.3k | 114.43 |
| 2021-12-31 | $246k | 2.3k | 105.04 |
| 2021-09-30 | $229k | 2.3k | 97.78 |
| 2021-06-30 | $231k | 2.3k | 98.63 |
| 2021-03-31 | $251k | 2.6k | 96.35 |
| 2020-12-31 | $239k | 2.6k | 91.75 |
| 2020-09-30 | $231k | 2.6k | 88.68 |
| 2020-06-30 | $208k | 2.6k | 79.85 |
| 2020-03-31 | $211k | 2.6k | 81.00 |
| 2019-12-31 | $238k | 2.6k | 91.36 |
| 2019-09-30 | $250k | 2.6k | 95.97 |
| 2019-06-30 | $221k | 2.5k | 88.40 |
| 2019-03-31 | $285k | 3.2k | 89.85 |
| 2018-12-31 | $254k | 3.0k | 84.50 |
| 2016-12-31 | $155k | 2.0k | 77.69 |
| 2016-09-30 | $176k | 2.2k | 80.18 |
| 2016-06-30 | $174k | 2.0k | 86.01 |
| 2016-03-31 | $163k | 2.0k | 80.57 |
| 2015-12-31 | $93k | 1.3k | 71.37 |
| 2015-09-30 | $94k | 1.3k | 72.14 |
| 2015-06-30 | $73k | 1.0k | 71.01 |
| 2015-03-31 | $66k | 862 | 76.57 |
| 2014-12-31 | $66k | 788 | 83.76 |
| 2014-09-30 | $46k | 620 | 74.19 |
| 2014-06-30 | $46k | 620 | 74.19 |
| 2014-03-31 | $126k | 151k | 0.83 |
| 2013-12-31 | $41k | 601 | 68.22 |
| 2013-09-30 | $40k | 601 | 66.56 |
| 2013-06-30 | $41k | 601 | 68.22 |
| 2013-03-31 | $44k | 601 | 73.21 |
| 2012-12-31 | $38k | 601 | 63.23 |