Duke Energy shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 2.0k | 123.75 |
| 2025-06-30 | $236k | 2.0k | 118.00 |
| 2025-03-31 | $244k | 2.0k | 121.97 |
| 2024-12-31 | $216k | 2.0k | 107.74 |
| 2024-09-30 | $242k | 2.1k | 115.30 |
| 2024-06-30 | $201k | 2.0k | 100.23 |
| 2022-12-31 | $319k | 3.1k | 102.99 |
| 2022-09-30 | $328k | 3.5k | 92.92 |
| 2022-06-30 | $386k | 3.6k | 107.13 |
| 2022-03-31 | $413k | 3.7k | 111.71 |
| 2021-12-31 | $437k | 4.2k | 104.80 |
| 2021-09-30 | $451k | 4.6k | 97.49 |
| 2021-06-30 | $468k | 4.7k | 98.69 |
| 2021-03-31 | $490k | 5.1k | 96.44 |
| 2020-12-31 | $416k | 4.5k | 91.47 |
| 2020-09-30 | $405k | 4.6k | 88.64 |
| 2020-03-31 | $3.1M | 38k | 80.89 |
| 2019-12-31 | $790k | 8.7k | 91.21 |
| 2019-09-30 | $462k | 4.8k | 95.79 |