Duke Energy shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $315k | 2.7k | 115.30 |
| 2024-06-30 | $279k | 2.8k | 100.23 |
| 2024-03-31 | $269k | 2.8k | 96.71 |
| 2023-12-31 | $270k | 2.8k | 97.04 |
| 2023-09-30 | $422k | 4.8k | 88.26 |
| 2023-06-30 | $429k | 4.8k | 89.74 |
| 2023-03-31 | $484k | 5.0k | 96.47 |
| 2022-12-31 | $517k | 5.0k | 102.99 |
| 2022-09-30 | $467k | 5.0k | 93.07 |
| 2022-06-30 | $538k | 5.0k | 107.21 |
| 2022-03-31 | $560k | 5.0k | 111.60 |
| 2021-12-31 | $495k | 4.7k | 104.92 |
| 2021-09-30 | $426k | 4.4k | 97.48 |
| 2021-06-30 | $431k | 4.4k | 98.63 |
| 2021-03-31 | $425k | 4.4k | 96.48 |
| 2020-12-31 | $403k | 4.4k | 91.49 |
| 2020-09-30 | $396k | 4.5k | 88.49 |
| 2020-06-30 | $357k | 4.5k | 79.81 |
| 2020-03-31 | $378k | 4.7k | 80.89 |
| 2019-12-31 | $408k | 4.5k | 91.21 |
| 2019-09-30 | $429k | 4.5k | 95.91 |
| 2019-06-30 | $383k | 4.3k | 88.19 |
| 2019-03-31 | $391k | 4.3k | 90.03 |
| 2018-12-31 | $366k | 4.2k | 86.26 |
| 2018-09-30 | $329k | 4.1k | 80.05 |
| 2018-06-30 | $325k | 4.1k | 79.08 |
| 2018-03-31 | $318k | 4.1k | 77.37 |
| 2017-12-31 | $346k | 4.1k | 84.18 |
| 2017-09-30 | $345k | 4.1k | 83.94 |
| 2017-06-30 | $344k | 4.1k | 83.70 |
| 2017-03-31 | $337k | 4.1k | 81.98 |
| 2016-12-31 | $152k | 2.0k | 77.55 |
| 2016-09-30 | $157k | 2.0k | 80.10 |
| 2016-06-30 | $151k | 1.8k | 85.80 |
| 2016-03-31 | $142k | 1.8k | 80.68 |
| 2015-12-31 | $149k | 2.1k | 71.19 |
| 2015-09-30 | $151k | 2.1k | 72.15 |
| 2015-06-30 | $148k | 2.1k | 70.71 |
| 2015-03-31 | $145k | 1.9k | 76.60 |
| 2014-12-31 | $158k | 1.9k | 83.47 |
| 2014-09-30 | $142k | 1.9k | 75.01 |
| 2014-06-30 | $140k | 1.9k | 73.96 |
| 2014-03-31 | $135k | 1.9k | 71.32 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning