Duke Energy shares owned by Thomas Stevens, CFA"
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Thomas Stevens, CFA"
from 13F filings
Historical chart of Thomas Stevens, CFA" investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $35M | 283k | 125.21 |
| 2025-09-30 | $5.9M | 47k | 123.75 |
| 2025-06-30 | $981k | 8.3k | 118.00 |
| 2025-03-31 | $1.7M | 14k | 121.97 |
| 2024-12-31 | $2.1M | 19k | 107.74 |
| 2024-09-30 | $4.1M | 36k | 115.30 |
| 2024-06-30 | $9.8M | 98k | 100.23 |
| 2024-03-31 | $1.6M | 16k | 96.71 |
| 2023-12-31 | $2.0M | 21k | 97.04 |
| 2023-09-30 | $2.0M | 22k | 88.26 |
| 2023-06-30 | $566k | 6.3k | 89.74 |
| 2023-03-31 | $613k | 6.4k | 96.47 |
| 2022-12-31 | $11M | 107k | 102.99 |
| 2022-09-30 | $10M | 108k | 93.02 |
| 2022-06-30 | $14M | 130k | 107.21 |
| 2022-03-31 | $2.5M | 22k | 111.64 |
| 2021-12-31 | $467k | 4.4k | 104.97 |
| 2021-09-30 | $1.6M | 16k | 98.73 |
| 2021-06-30 | $1.6M | 16k | 98.73 |
| 2021-03-31 | $1.7M | 17k | 96.52 |
| 2020-12-31 | $1.2M | 13k | 91.59 |
| 2020-09-30 | $1.2M | 13k | 88.57 |
| 2020-06-30 | $1.5M | 19k | 79.91 |
| 2020-03-31 | $2.2M | 27k | 80.87 |
| 2019-12-31 | $1.6M | 18k | 91.22 |
| 2019-09-30 | $1.9M | 20k | 95.85 |
| 2019-06-30 | $1.8M | 21k | 88.24 |
| 2019-03-31 | $6.3M | 70k | 90.00 |
| 2018-12-31 | $14M | 165k | 86.30 |
| 2018-09-30 | $4.3M | 54k | 80.01 |
| 2018-06-30 | $762k | 9.6k | 79.04 |
| 2018-03-31 | $704k | 9.1k | 77.46 |
| 2017-12-31 | $4.9M | 58k | 84.12 |
| 2017-09-30 | $12M | 148k | 83.92 |
| 2017-06-30 | $16M | 193k | 83.59 |
| 2017-03-31 | $15M | 186k | 82.01 |
| 2016-12-31 | $15M | 198k | 77.62 |
| 2016-09-30 | $16M | 198k | 80.04 |
| 2016-06-30 | $17M | 202k | 85.79 |
| 2016-03-31 | $16M | 200k | 80.68 |
| 2015-12-31 | $14M | 200k | 71.39 |
| 2015-09-30 | $14M | 200k | 71.94 |
| 2015-06-30 | $12M | 170k | 70.62 |
| 2015-03-31 | $16M | 201k | 76.78 |
| 2014-12-31 | $27M | 322k | 83.54 |
| 2014-09-30 | $22M | 296k | 74.77 |
| 2014-06-30 | $24M | 327k | 74.19 |
| 2014-03-31 | $2.7M | 38k | 71.23 |
| 2013-12-31 | $2.5M | 37k | 69.02 |
| 2013-09-30 | $3.3M | 49k | 66.78 |
| 2013-06-30 | $3.0M | 45k | 67.49 |