Duke Energy shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.2M | 32k | 130.94 |
| 2025-12-31 | $2.8M | 24k | 117.21 |
| 2025-09-30 | $3.0M | 24k | 123.75 |
| 2025-06-30 | $2.3M | 20k | 118.00 |
| 2025-03-31 | $2.0M | 17k | 121.97 |
| 2024-12-31 | $1.5M | 14k | 107.74 |
| 2024-09-30 | $960k | 8.3k | 115.30 |
| 2024-06-30 | $762k | 7.6k | 100.22 |
| 2024-03-31 | $527k | 5.5k | 96.71 |
| 2023-12-31 | $402k | 4.1k | 97.04 |
| 2023-09-30 | $525k | 5.9k | 88.26 |
| 2023-06-30 | $384k | 4.3k | 89.75 |
| 2023-03-31 | $222k | 2.3k | 96.48 |
| 2022-12-31 | $216k | 2.1k | 103.00 |
| 2022-09-30 | $311k | 3.3k | 93.11 |
| 2022-06-30 | $312k | 2.9k | 107.33 |
| 2022-03-31 | $211k | 1.9k | 111.46 |
| 2020-09-30 | $340k | 50k | 6.81 |
| 2020-03-31 | $535k | 6.6k | 80.94 |
| 2019-12-31 | $536k | 5.9k | 91.13 |
| 2018-09-30 | $293k | 3.7k | 79.95 |
| 2018-06-30 | $274k | 3.5k | 79.01 |
| 2018-03-31 | $448k | 448k | 1.00 |
| 2017-12-31 | $578k | 7.2k | 79.80 |