Duke Energy shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $775k | 8.8k | 88.26 |
| 2023-06-30 | $840k | 9.4k | 89.74 |
| 2023-03-31 | $982k | 10k | 96.47 |
| 2022-12-31 | $1.1M | 11k | 103.02 |
| 2022-09-30 | $1.0M | 11k | 93.03 |
| 2022-06-30 | $1.1M | 11k | 107.23 |
| 2022-03-31 | $1.1M | 9.5k | 111.61 |
| 2021-12-31 | $880k | 8.4k | 104.94 |
| 2021-09-30 | $745k | 7.6k | 97.56 |
| 2021-06-30 | $750k | 7.6k | 98.68 |
| 2021-03-31 | $948k | 9.8k | 96.51 |
| 2020-12-31 | $599k | 6.5k | 91.58 |
| 2020-09-30 | $388k | 4.4k | 88.46 |
| 2020-06-30 | $390k | 4.9k | 79.82 |
| 2020-03-31 | $395k | 4.9k | 80.84 |
| 2019-12-31 | $432k | 4.7k | 91.29 |
| 2019-09-30 | $668k | 7.0k | 95.81 |
| 2019-06-30 | $615k | 7.0k | 88.21 |
| 2019-03-31 | $595k | 6.6k | 89.99 |
| 2018-12-31 | $556k | 6.4k | 86.35 |
| 2018-09-30 | $502k | 6.3k | 80.08 |
| 2018-06-30 | $506k | 6.4k | 79.04 |
| 2018-03-31 | $552k | 7.1k | 77.46 |
| 2017-12-31 | $634k | 7.5k | 84.12 |
| 2017-09-30 | $634k | 7.6k | 83.93 |
| 2017-06-30 | $653k | 7.8k | 83.54 |
| 2017-03-31 | $741k | 9.0k | 82.01 |
| 2016-12-31 | $725k | 9.3k | 77.66 |
| 2016-09-30 | $766k | 9.6k | 80.09 |
| 2016-06-30 | $814k | 9.5k | 85.81 |
| 2016-03-31 | $860k | 11k | 80.68 |
| 2015-12-31 | $986k | 14k | 71.41 |
| 2015-09-30 | $727k | 10k | 71.96 |
| 2015-06-30 | $753k | 11k | 70.58 |
| 2015-03-31 | $818k | 11k | 76.76 |
| 2014-12-31 | $4.1M | 49k | 83.54 |
| 2014-09-30 | $3.4M | 45k | 74.78 |
| 2014-06-30 | $3.0M | 41k | 74.19 |
| 2014-03-31 | $2.8M | 39k | 71.22 |
| 2013-12-31 | $2.0M | 30k | 68.99 |
| 2013-09-30 | $2.0M | 30k | 66.79 |
| 2013-06-30 | $2.1M | 31k | 67.51 |
| 2013-03-31 | $4.6M | 64k | 72.59 |
| 2012-12-31 | $4.0M | 63k | 63.80 |
| 2012-06-30 | $3.2M | 137k | 23.06 |
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