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Duke Energy shares owned by Summit Financial

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Duke Energy

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All positions including Duke Energy held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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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 $545k 5.6k 96.72
2023-12-31 $600k 6.2k 97.05
2023-09-30 $524k 5.9k 88.26
2023-06-30 $534k 5.9k 89.74
2023-03-31 $702k 7.3k 96.48
2022-12-31 $752k 7.3k 103.00
2022-09-30 $945k 10k 93.02
2022-06-30 $947k 8.8k 107.21
2022-03-31 $648k 5.8k 111.66
2021-12-31 $621k 5.9k 104.90
2021-09-30 $571k 5.9k 97.59