Duke Energy shares owned by Wills Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wills Financial Group
from 13F filings
Historical chart of Wills Financial Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Wills Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $797k | 6.9k | 115.30 |
| 2024-06-30 | $662k | 6.6k | 100.23 |
| 2024-03-31 | $607k | 6.3k | 96.71 |
| 2023-12-31 | $613k | 6.3k | 97.03 |
| 2023-09-30 | $596k | 6.8k | 88.26 |
| 2023-06-30 | $678k | 7.6k | 89.74 |
| 2023-03-31 | $678k | 7.0k | 96.47 |
| 2022-12-31 | $723k | 7.0k | 103.00 |
| 2022-09-30 | $677k | 7.3k | 93.07 |
| 2022-06-30 | $695k | 6.5k | 107.25 |
| 2022-03-31 | $614k | 5.5k | 111.62 |
| 2021-12-31 | $538k | 5.1k | 104.87 |
| 2021-09-30 | $500k | 5.1k | 97.50 |
| 2021-06-30 | $455k | 4.6k | 98.57 |
| 2021-03-31 | $319k | 3.3k | 96.29 |
| 2020-12-31 | $303k | 3.3k | 91.51 |