Duke Energy shares owned by Summit Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $364k | 3.2k | 115.30 |
| 2024-06-30 | $316k | 3.2k | 100.23 |
| 2024-03-31 | $302k | 3.1k | 96.71 |
| 2023-12-31 | $303k | 3.1k | 97.04 |
| 2023-09-30 | $246k | 2.8k | 88.26 |
| 2023-06-30 | $250k | 2.8k | 89.74 |
| 2023-03-31 | $287k | 3.0k | 96.47 |
| 2022-12-31 | $311k | 3.0k | 102.99 |
| 2022-09-30 | $281k | 3.0k | 92.98 |
| 2022-06-30 | $324k | 3.0k | 107.21 |
| 2022-03-31 | $343k | 3.1k | 111.58 |
| 2021-12-31 | $322k | 3.1k | 104.75 |
| 2021-09-30 | $291k | 3.0k | 97.72 |
| 2021-06-30 | $294k | 3.0k | 98.72 |
| 2021-03-31 | $215k | 2.2k | 96.63 |