Duke Energy shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 28k | 115.30 |
| 2024-06-30 | $3.0M | 30k | 100.23 |
| 2024-03-31 | $2.9M | 30k | 96.71 |
| 2023-12-31 | $2.8M | 29k | 97.04 |
| 2023-09-30 | $2.7M | 30k | 88.26 |
| 2023-06-30 | $2.7M | 30k | 89.74 |
| 2023-03-31 | $2.9M | 96 | 29816.67 |
| 2022-12-31 | $3.1M | 30k | 102.99 |
| 2022-09-30 | $2.7M | 29k | 93.03 |
| 2022-06-30 | $3.0M | 28k | 107.22 |
| 2022-03-31 | $3.2M | 29k | 111.67 |
| 2021-12-31 | $3.1M | 30k | 104.91 |
| 2021-09-30 | $2.9M | 30k | 97.60 |
| 2021-06-30 | $3.0M | 30k | 98.71 |
| 2021-03-31 | $2.9M | 30k | 96.52 |
| 2020-12-31 | $2.7M | 30k | 91.55 |
| 2020-09-30 | $2.6M | 30k | 88.55 |
| 2020-06-30 | $2.3M | 29k | 79.88 |
| 2020-03-31 | $2.1M | 26k | 80.89 |
| 2019-12-31 | $1.6M | 17k | 91.22 |
| 2019-09-30 | $1.7M | 17k | 95.88 |
| 2019-06-30 | $1.7M | 20k | 88.24 |
| 2019-03-31 | $1.8M | 20k | 89.99 |
| 2018-12-31 | $1.7M | 20k | 86.28 |
| 2018-09-30 | $1.1M | 14k | 79.99 |
| 2018-06-30 | $1.1M | 14k | 79.10 |
| 2018-03-31 | $1000k | 13k | 77.50 |
| 2017-12-31 | $1.0M | 12k | 84.07 |
| 2017-09-30 | $1.0M | 12k | 83.94 |
| 2017-06-30 | $1.0M | 12k | 83.61 |
| 2017-03-31 | $998k | 12k | 81.97 |
| 2016-12-31 | $937k | 12k | 77.60 |
| 2016-09-30 | $914k | 11k | 80.07 |
| 2016-06-30 | $870k | 10k | 85.79 |
| 2016-03-31 | $941k | 12k | 80.70 |
| 2015-12-31 | $584k | 8.2k | 71.37 |
| 2015-09-30 | $658k | 9.1k | 71.92 |
| 2015-06-30 | $603k | 8.5k | 70.58 |
| 2015-03-31 | $655k | 8.5k | 76.79 |
| 2014-12-31 | $709k | 8.5k | 83.55 |
| 2014-09-30 | $602k | 8.0k | 74.81 |
| 2014-06-30 | $594k | 8.0k | 74.22 |
| 2014-03-31 | $587k | 8.2k | 71.26 |
| 2013-12-31 | $523k | 7.6k | 68.99 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management