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Duke Energy shares owned by UBS Group

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

Historical chart of UBS Group investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $247M 2.5M 97.04
2023-09-30 $207M 2.3M 88.26
2023-06-30 $196M 2.2M 89.74
2023-03-31 $202M 2.1M 96.47
2022-12-31 $238M 2.3M 102.99
2022-09-30 $203M 2.1M 96.30
2022-06-30 $232M 2.2M 107.21
2022-03-31 $237M 2.1M 111.11
2021-12-31 $306M 2.9M 105.00
2021-09-30 $320M 3.3M 97.50
2021-06-30 $257M 2.6M 100.00
2021-03-31 $221M 2.3M 96.53
2020-12-31 $156M 1.7M 91.67
2020-09-30 $153M 1.7M 90.00
2020-06-30 $114M 1.4M 79.89
2020-03-31 $152M 1.9M 80.88
2019-12-31 $186M 2.0M 91.11
2019-09-30 $169M 1.8M 96.67
2019-06-30 $134M 1.5M 88.24
2019-03-31 $114M 1.3M 89.96
2018-12-31 $128M 1.5M 86.00
2018-09-30 $107M 1.3M 79.99
2018-06-30 $104M 1.3M 79.07
2018-03-31 $107M 1.4M 77.44
2017-12-31 $156M 1.9M 84.09
2017-09-30 $167M 2.0M 83.92
2017-06-30 $159M 1.9M 83.59
2017-03-31 $196M 2.4M 82.01
2016-12-31 $141M 1.8M 77.62
2016-09-30 $118M 1.5M 80.04
2016-06-30 $145M 1.7M 86.67
2016-03-31 $129M 1.6M 80.00
2015-12-31 $104M 1.5M 71.39
2015-09-30 $84M 1.2M 71.94
2015-03-31 $117M 1.5M 76.79