Duke Energy shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 65k | 96.71 |
| 2023-12-31 | $1.4M | 15k | 97.04 |
| 2021-06-30 | $5.2M | 53k | 98.72 |
| 2021-03-31 | $7.7M | 80k | 96.53 |
| 2020-12-31 | $6.9M | 75k | 91.55 |
| 2020-09-30 | $6.6M | 75k | 88.56 |
| 2020-06-30 | $4.5M | 57k | 79.90 |
| 2020-03-31 | $3.3M | 41k | 80.88 |
| 2018-06-30 | $2.2M | 27k | 79.09 |
| 2016-03-31 | $3.5M | 43k | 80.69 |
| 2015-12-31 | $3.8M | 53k | 71.38 |
| 2015-09-30 | $2.5M | 35k | 71.95 |
| 2015-06-30 | $2.4M | 34k | 70.61 |
| 2015-03-31 | $2.2M | 29k | 76.78 |
| 2014-12-31 | $2.3M | 28k | 83.54 |
| 2014-09-30 | $3.2M | 42k | 74.77 |
| 2014-06-30 | $2.9M | 40k | 74.19 |
| 2014-03-31 | $2.6M | 37k | 71.21 |
| 2013-12-31 | $2.5M | 36k | 69.00 |
| 2013-09-30 | $2.0M | 29k | 66.77 |
| 2013-06-30 | $1.8M | 27k | 67.49 |