Duke Energy shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $275k | 3.0k | 91.54 |
| 2020-09-30 | $310k | 3.5k | 88.50 |
| 2020-06-30 | $286k | 3.6k | 79.98 |
| 2020-03-31 | $316k | 3.9k | 80.96 |
| 2019-12-31 | $356k | 3.9k | 91.21 |
| 2019-09-30 | $340k | 3.5k | 95.83 |
| 2019-06-30 | $301k | 3.4k | 88.35 |
| 2019-03-31 | $316k | 3.5k | 90.11 |
| 2018-12-31 | $371k | 4.3k | 86.38 |
| 2018-09-30 | $367k | 4.6k | 79.94 |
| 2018-06-30 | $398k | 5.0k | 79.09 |
| 2018-03-31 | $671k | 8.0k | 83.98 |
| 2017-12-31 | $523k | 6.2k | 84.18 |
| 2017-09-30 | $671k | 8.0k | 83.98 |
| 2017-06-30 | $659k | 7.9k | 83.65 |
| 2017-03-31 | $662k | 8.1k | 81.97 |
| 2016-12-31 | $627k | 8.1k | 77.66 |
| 2016-09-30 | $657k | 8.2k | 80.06 |
| 2016-06-30 | $764k | 8.9k | 85.78 |
| 2016-03-31 | $759k | 9.4k | 80.71 |
| 2015-12-31 | $699k | 9.8k | 71.44 |
| 2015-09-30 | $715k | 9.9k | 71.97 |
| 2015-06-30 | $680k | 9.6k | 70.63 |
| 2015-03-31 | $757k | 9.9k | 76.77 |
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