Duke Energy shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 2.5k | 115.31 |
| 2024-06-30 | $217k | 2.2k | 100.23 |
| 2024-03-31 | $238k | 2.5k | 96.73 |
| 2023-12-31 | $239k | 2.5k | 97.03 |
| 2023-09-30 | $217k | 2.5k | 88.27 |
| 2023-06-30 | $221k | 2.5k | 89.73 |
| 2023-03-31 | $237k | 2.5k | 96.48 |
| 2022-12-31 | $293k | 2.8k | 102.98 |
| 2022-09-30 | $283k | 3.0k | 93.12 |
| 2022-06-30 | $326k | 3.0k | 107.31 |
| 2022-03-31 | $373k | 3.3k | 111.78 |
| 2021-12-31 | $350k | 3.3k | 104.85 |
| 2021-09-30 | $326k | 3.3k | 97.72 |
| 2021-06-30 | $342k | 3.5k | 98.62 |
| 2021-03-31 | $334k | 3.5k | 96.62 |
| 2020-12-31 | $234k | 2.6k | 91.59 |
| 2020-09-30 | $237k | 2.7k | 88.43 |
| 2020-06-30 | $220k | 2.8k | 79.94 |
| 2020-03-31 | $225k | 2.8k | 80.79 |
| 2019-12-31 | $254k | 2.8k | 91.20 |
More positions owned by Weatherly Asset Management
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