Duke Energy shares owned by Willis Investment Counsel
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Willis Investment Counsel
from 13F filings
Historical chart of Willis Investment Counsel investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Willis Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 111k | 96.71 |
| 2023-12-31 | $11M | 111k | 97.04 |
| 2023-09-30 | $9.8M | 112k | 88.26 |
| 2023-06-30 | $10M | 112k | 89.74 |
| 2023-03-31 | $11M | 112k | 96.47 |
| 2022-12-31 | $12M | 112k | 102.99 |
| 2022-09-30 | $10M | 111k | 93.02 |
| 2022-06-30 | $14M | 126k | 107.21 |
| 2022-03-31 | $19M | 174k | 111.66 |
| 2021-12-31 | $19M | 177k | 104.90 |
| 2021-09-30 | $16M | 159k | 97.59 |
| 2021-06-30 | $16M | 159k | 98.72 |
| 2021-03-31 | $16M | 164k | 96.53 |
| 2020-12-31 | $15M | 164k | 91.56 |
| 2020-09-30 | $21M | 239k | 88.56 |
| 2020-06-30 | $19M | 239k | 79.89 |
| 2020-03-31 | $20M | 243k | 80.88 |
| 2019-12-31 | $22M | 241k | 91.21 |
| 2019-09-30 | $23M | 238k | 95.86 |
| 2019-06-30 | $21M | 238k | 88.24 |
| 2019-03-31 | $13M | 141k | 90.00 |
| 2018-12-31 | $13M | 144k | 86.30 |
| 2018-09-30 | $19M | 231k | 80.02 |
| 2018-06-30 | $15M | 191k | 79.08 |
| 2018-03-31 | $15M | 191k | 77.47 |
| 2017-12-31 | $16M | 188k | 84.11 |
| 2017-09-30 | $16M | 192k | 83.92 |
| 2017-06-30 | $16M | 188k | 83.59 |
| 2017-03-31 | $15M | 188k | 82.01 |
| 2016-12-31 | $12M | 158k | 77.62 |
| 2016-09-30 | $11M | 142k | 80.04 |
| 2016-06-30 | $9.7M | 113k | 85.79 |
| 2016-03-31 | $10M | 123k | 80.68 |
| 2015-12-31 | $8.7M | 122k | 71.39 |
| 2015-09-30 | $7.0M | 98k | 71.94 |
| 2015-06-30 | $6.9M | 98k | 70.61 |
| 2015-03-31 | $7.4M | 96k | 76.78 |
| 2014-12-31 | $7.8M | 94k | 83.54 |
| 2014-09-30 | $8.9M | 119k | 74.77 |
| 2014-06-30 | $9.3M | 126k | 74.19 |
| 2014-03-31 | $8.8M | 123k | 71.22 |
| 2013-12-31 | $8.5M | 123k | 69.01 |
| 2013-09-30 | $8.1M | 120k | 67.50 |
| 2013-06-30 | $8.1M | 120k | 67.50 |
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