Duke Energy shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $825k | 7.2k | 115.30 |
| 2024-06-30 | $747k | 7.5k | 100.23 |
| 2024-03-31 | $994k | 10k | 96.71 |
| 2023-12-31 | $1.0M | 11k | 95.87 |
| 2023-09-30 | $1.0M | 12k | 87.78 |
| 2023-06-30 | $1.2M | 12k | 95.29 |
| 2023-03-31 | $1.2M | 12k | 99.47 |
| 2022-12-31 | $1.3M | 13k | 102.99 |
| 2022-09-30 | $1.1M | 13k | 88.46 |
| 2022-06-30 | $1.5M | 13k | 111.02 |
| 2022-03-31 | $1.5M | 13k | 110.19 |
| 2021-12-31 | $1.4M | 13k | 105.09 |
| 2021-09-30 | $1.5M | 14k | 103.30 |
| 2021-06-30 | $1.5M | 14k | 104.47 |
| 2021-03-31 | $1.4M | 14k | 99.58 |
| 2020-12-31 | $1.7M | 18k | 93.99 |
| 2020-09-30 | $1.9M | 20k | 93.05 |
| 2020-06-30 | $1.8M | 23k | 79.90 |
| 2020-03-31 | $1.8M | 23k | 80.89 |
| 2019-12-31 | $2.1M | 23k | 91.23 |
| 2019-09-30 | $2.3M | 24k | 95.88 |
| 2019-06-30 | $2.2M | 24k | 88.24 |
| 2019-03-31 | $2.2M | 25k | 90.00 |
| 2018-12-31 | $2.0M | 24k | 86.29 |
| 2018-09-30 | $1.9M | 23k | 80.01 |
| 2018-06-30 | $1.9M | 24k | 79.07 |
| 2018-03-31 | $1.9M | 24k | 77.49 |
| 2017-12-31 | $2.2M | 26k | 84.12 |
| 2017-09-30 | $3.4M | 40k | 83.91 |
| 2017-06-30 | $3.6M | 43k | 83.60 |
| 2017-03-31 | $3.5M | 43k | 82.02 |
| 2016-12-31 | $3.3M | 43k | 77.61 |
| 2016-09-30 | $3.4M | 42k | 80.03 |
| 2016-06-30 | $3.6M | 42k | 85.78 |
| 2016-03-31 | $3.1M | 38k | 80.69 |
| 2015-12-31 | $1.9M | 26k | 71.38 |
| 2015-09-30 | $1.9M | 27k | 71.94 |
| 2015-06-30 | $2.0M | 29k | 70.62 |
| 2015-03-31 | $2.9M | 38k | 76.79 |
| 2014-12-31 | $3.3M | 39k | 83.55 |
| 2014-09-30 | $3.1M | 42k | 74.76 |
| 2014-06-30 | $3.3M | 45k | 74.19 |
| 2014-03-31 | $4.2M | 59k | 71.23 |
| 2013-12-31 | $4.2M | 61k | 69.00 |
| 2013-09-30 | $4.2M | 62k | 66.79 |
| 2013-06-30 | $4.4M | 65k | 67.51 |
| 2013-03-31 | $4.3M | 60k | 72.59 |
| 2012-12-31 | $3.9M | 61k | 63.81 |
| 2012-09-30 | $4.4M | 68k | 64.78 |
More positions owned by P.J. Schmidt Investment Management
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