Duke Energy shares owned by West Paces Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by West Paces Advisors
from 13F filings
Historical chart of West Paces Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by West Paces Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $391k | 3.6k | 107.74 |
| 2024-09-30 | $427k | 3.7k | 115.30 |
| 2024-06-30 | $205k | 2.0k | 100.23 |
| 2024-03-31 | $250k | 2.6k | 96.71 |
| 2023-12-31 | $347k | 3.6k | 97.04 |
| 2023-09-30 | $316k | 3.6k | 88.26 |
| 2023-06-30 | $383k | 4.3k | 89.74 |
| 2023-03-31 | $423k | 4.4k | 96.47 |
| 2022-12-31 | $452k | 4.4k | 102.99 |
| 2022-09-30 | $409k | 4.4k | 93.02 |
| 2022-06-30 | $473k | 4.4k | 107.21 |
| 2022-03-31 | $259k | 2.3k | 111.66 |
| 2021-12-31 | $302k | 2.9k | 104.90 |
| 2021-09-30 | $356k | 3.6k | 97.59 |
| 2021-06-30 | $241k | 2.4k | 98.72 |
| 2021-03-31 | $211k | 2.2k | 96.53 |
| 2020-12-31 | $115k | 1.3k | 91.56 |
| 2020-09-30 | $111k | 1.3k | 88.56 |
| 2020-06-30 | $102k | 1.3k | 79.89 |
| 2020-03-31 | $106k | 1.3k | 80.88 |
| 2019-12-31 | $166k | 1.8k | 91.21 |
| 2019-09-30 | $159k | 1.7k | 95.86 |
| 2019-06-30 | $146k | 1.7k | 88.24 |
| 2019-03-31 | $149k | 1.7k | 90.00 |
| 2018-12-31 | $152k | 1.8k | 86.30 |
| 2018-09-30 | $141k | 1.8k | 80.02 |
| 2018-06-30 | $139k | 1.8k | 79.08 |
| 2018-03-31 | $160k | 2.1k | 77.47 |
| 2017-12-31 | $110k | 1.3k | 84.11 |
| 2017-09-30 | $110k | 1.3k | 83.92 |
| 2017-06-30 | $109k | 1.3k | 83.59 |
| 2017-03-31 | $107k | 1.3k | 82.01 |
| 2016-12-31 | $108k | 1.4k | 77.62 |