Duke Energy shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 32k | 117.21 |
| 2025-09-30 | $6.6M | 53k | 123.75 |
| 2025-06-30 | $6.0M | 51k | 118.00 |
| 2025-03-31 | $2.9M | 24k | 121.98 |
| 2024-12-31 | $2.4M | 22k | 107.80 |
| 2024-09-30 | $1.4M | 21k | 65.28 |
| 2024-06-30 | $2.2M | 22k | 100.25 |
| 2024-03-31 | $1.9M | 20k | 96.71 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners