Duke Energy shares owned by Summit Financial
Historical chart of Summit Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $876k | 9.1k | 96.71 |
| 2023-12-31 | $881k | 9.1k | 97.04 |
| 2023-09-30 | $591k | 6.7k | 88.26 |
| 2023-06-30 | $610k | 6.8k | 89.74 |
| 2023-03-31 | $655k | 6.8k | 96.47 |
| 2022-12-31 | $700k | 6.8k | 103.04 |
| 2022-09-30 | $638k | 6.9k | 92.99 |
| 2022-06-30 | $710k | 6.6k | 107.18 |
| 2022-03-31 | $662k | 5.9k | 111.62 |
| 2021-12-31 | $886k | 8.4k | 104.90 |
| 2021-09-30 | $629k | 6.4k | 97.62 |
| 2021-06-30 | $637k | 6.4k | 98.80 |
| 2021-03-31 | $623k | 6.4k | 96.61 |
| 2020-12-31 | $656k | 7.2k | 91.63 |
| 2020-09-30 | $638k | 7.2k | 88.60 |
| 2020-06-30 | $580k | 7.3k | 79.86 |
| 2020-03-31 | $620k | 7.7k | 80.94 |
| 2019-12-31 | $708k | 7.8k | 91.16 |
| 2019-09-30 | $663k | 6.9k | 95.91 |
| 2019-06-30 | $875k | 9.9k | 88.19 |
| 2019-03-31 | $902k | 10k | 90.01 |
| 2018-12-31 | $865k | 10k | 86.34 |
| 2018-09-30 | $804k | 10k | 80.01 |
| 2018-06-30 | $823k | 10k | 79.11 |
| 2018-03-31 | $1.1M | 14k | 77.48 |
| 2017-12-31 | $1.2M | 15k | 84.12 |
| 2017-09-30 | $1.3M | 15k | 83.89 |
| 2017-06-30 | $1.2M | 15k | 83.59 |