Duke Energy shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $540k | 4.7k | 115.31 |
| 2024-06-30 | $469k | 4.7k | 100.22 |
| 2024-03-31 | $451k | 4.7k | 96.70 |
| 2023-12-31 | $454k | 4.7k | 97.05 |
| 2023-09-30 | $411k | 4.7k | 88.27 |
| 2023-06-30 | $448k | 5.0k | 89.73 |
| 2023-03-31 | $481k | 5.0k | 96.46 |
| 2022-12-31 | $522k | 5.1k | 102.99 |
| 2022-09-30 | $415k | 4.5k | 93.09 |
| 2022-06-30 | $480k | 4.5k | 107.24 |
| 2022-03-31 | $507k | 4.5k | 111.67 |
| 2021-12-31 | $475k | 4.5k | 104.81 |
| 2021-09-30 | $447k | 4.6k | 97.75 |
| 2021-06-30 | $358k | 3.6k | 98.60 |
| 2021-03-31 | $353k | 3.7k | 96.55 |
| 2020-12-31 | $306k | 3.3k | 91.67 |
| 2020-09-30 | $295k | 3.3k | 88.62 |
| 2020-06-30 | $265k | 3.3k | 79.82 |
| 2020-03-31 | $346k | 4.3k | 80.90 |
| 2019-12-31 | $331k | 3.6k | 91.31 |
| 2019-09-30 | $349k | 3.6k | 95.80 |
| 2019-06-30 | $321k | 3.6k | 88.31 |
| 2019-03-31 | $310k | 3.4k | 89.99 |
| 2018-12-31 | $297k | 3.4k | 86.41 |
| 2018-09-30 | $285k | 3.6k | 79.90 |
| 2018-06-30 | $278k | 3.5k | 78.95 |
| 2018-03-31 | $278k | 3.6k | 77.37 |
| 2017-12-31 | $259k | 3.1k | 84.04 |
| 2017-09-30 | $258k | 3.1k | 83.90 |
| 2015-06-30 | $211k | 3.0k | 70.64 |
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