Duke Energy shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 29k | 115.30 |
| 2024-06-30 | $2.8M | 28k | 100.23 |
| 2024-03-31 | $2.6M | 27k | 96.71 |
| 2023-12-31 | $2.6M | 27k | 97.04 |
| 2023-09-30 | $2.4M | 27k | 88.26 |
| 2023-06-30 | $2.4M | 26k | 89.74 |
| 2023-03-31 | $2.4M | 25k | 96.47 |
| 2022-12-31 | $2.5M | 24k | 102.99 |
| 2022-09-30 | $2.0M | 21k | 93.00 |
| 2022-06-30 | $2.3M | 21k | 107.19 |
| 2022-03-31 | $2.3M | 21k | 111.59 |
| 2021-12-31 | $2.2M | 21k | 104.86 |
| 2021-09-30 | $2.0M | 20k | 97.63 |
| 2021-06-30 | $2.0M | 20k | 98.71 |
| 2021-03-31 | $1.9M | 20k | 96.50 |
| 2020-12-31 | $1.7M | 19k | 91.52 |
| 2020-09-30 | $601k | 7.5k | 79.84 |
| 2020-06-30 | $601k | 7.5k | 79.84 |
| 2020-03-31 | $609k | 7.5k | 80.94 |
| 2019-12-31 | $2.0M | 22k | 91.15 |
| 2019-09-30 | $2.1M | 22k | 95.90 |
| 2019-06-30 | $1.8M | 21k | 88.26 |
| 2019-03-31 | $1.9M | 21k | 90.00 |
| 2018-12-31 | $2.8M | 33k | 86.40 |
| 2018-09-30 | $2.0M | 25k | 79.07 |
| 2018-06-30 | $2.0M | 25k | 79.74 |
| 2018-03-31 | $2.1M | 27k | 77.42 |
| 2017-12-31 | $2.2M | 27k | 84.05 |
| 2017-09-30 | $2.3M | 27k | 84.81 |
| 2017-06-30 | $2.4M | 29k | 83.18 |
| 2017-03-31 | $2.4M | 29k | 82.90 |
| 2016-12-31 | $2.2M | 29k | 77.70 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners