Duke Energy shares owned by ProVise Management Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 53k | 123.75 |
| 2025-06-30 | $6.1M | 51k | 118.00 |
| 2025-03-31 | $6.4M | 53k | 121.97 |
| 2024-12-31 | $5.7M | 53k | 107.74 |
| 2024-09-30 | $6.5M | 57k | 115.30 |
| 2024-06-30 | $5.7M | 57k | 100.23 |
| 2024-03-31 | $5.5M | 57k | 96.71 |
| 2023-12-31 | $5.8M | 60k | 97.04 |
| 2023-09-30 | $5.2M | 60k | 88.26 |
| 2023-06-30 | $6.5M | 67k | 96.47 |
| 2023-03-31 | $6.5M | 67k | 96.47 |
| 2022-12-31 | $6.4M | 62k | 102.99 |
| 2022-09-30 | $4.9M | 53k | 93.01 |
| 2022-06-30 | $5.5M | 52k | 107.21 |
| 2022-03-31 | $5.1M | 46k | 111.67 |
| 2021-12-31 | $4.0M | 38k | 104.90 |
| 2021-09-30 | $3.4M | 35k | 97.59 |
| 2021-06-30 | $2.9M | 29k | 98.71 |
| 2021-03-31 | $2.7M | 28k | 96.53 |
| 2020-12-31 | $2.6M | 28k | 91.56 |
| 2020-09-30 | $2.5M | 28k | 88.57 |
| 2020-06-30 | $2.2M | 28k | 79.88 |
| 2020-03-31 | $2.3M | 28k | 80.87 |
| 2019-12-31 | $2.6M | 29k | 91.20 |
| 2019-09-30 | $2.8M | 29k | 95.87 |
| 2019-06-30 | $2.6M | 29k | 88.25 |
| 2019-03-31 | $2.7M | 30k | 90.01 |
| 2018-12-31 | $2.9M | 33k | 86.32 |
| 2018-09-30 | $2.9M | 36k | 80.02 |
| 2018-06-30 | $2.9M | 37k | 79.08 |
| 2018-03-31 | $200k | 2.6k | 77.40 |
| 2017-12-31 | $217k | 2.6k | 83.98 |
| 2016-09-30 | $2.2M | 27k | 80.04 |
| 2016-06-30 | $2.5M | 29k | 85.77 |