Duke Energy shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 12k | 115.30 |
| 2024-06-30 | $1.1M | 11k | 100.23 |
| 2024-03-31 | $1.1M | 11k | 96.71 |
| 2023-09-30 | $1.1M | 13k | 88.26 |
| 2023-06-30 | $1.2M | 13k | 89.74 |
| 2023-03-31 | $1.3M | 14k | 96.47 |
| 2022-12-31 | $1.3M | 13k | 102.99 |
| 2022-09-30 | $1.2M | 13k | 92.99 |
| 2022-06-30 | $1.6M | 15k | 107.24 |
| 2022-03-31 | $1.4M | 12k | 111.66 |
| 2021-12-31 | $1.3M | 13k | 104.88 |
| 2021-09-30 | $1.2M | 12k | 97.56 |
| 2021-06-30 | $1.2M | 13k | 98.72 |
| 2021-03-31 | $1.1M | 12k | 96.57 |
| 2020-12-31 | $1.6M | 18k | 91.54 |
| 2020-09-30 | $1.9M | 21k | 88.56 |
| 2020-06-30 | $1.4M | 18k | 79.88 |
| 2020-03-31 | $1.3M | 16k | 80.85 |
| 2019-12-31 | $875k | 9.6k | 91.23 |
| 2019-09-30 | $889k | 9.3k | 95.83 |
More positions owned by Williams Jones Wealth Management
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