Duke Energy shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 248 | 123.97 |
| 2025-06-30 | $38k | 321 | 118.12 |
| 2025-03-31 | $39k | 318 | 122.15 |
| 2024-12-31 | $34k | 316 | 107.64 |
| 2024-09-30 | $8.4k | 73 | 115.32 |
| 2024-06-30 | $7.3k | 72 | 100.74 |
| 2024-03-31 | $6.9k | 72 | 96.24 |
| 2023-12-31 | $6.9k | 71 | 96.87 |
| 2023-09-30 | $6.0k | 70 | 85.71 |
| 2023-06-30 | $6.0k | 69 | 86.96 |
| 2023-03-31 | $7.0k | 69 | 101.45 |
| 2022-12-31 | $7.0k | 68 | 102.94 |
| 2022-09-30 | $6.0k | 67 | 89.55 |
| 2022-06-30 | $7.0k | 67 | 104.48 |
| 2022-03-31 | $7.0k | 66 | 106.06 |
| 2021-12-31 | $7.0k | 67 | 104.48 |
| 2021-09-30 | $6.0k | 66 | 90.91 |
| 2021-06-30 | $6.0k | 65 | 92.31 |
| 2021-03-31 | $6.0k | 65 | 92.31 |
| 2020-12-31 | $6.0k | 64 | 93.75 |
| 2020-09-30 | $6.0k | 63 | 95.24 |
| 2020-06-30 | $5.0k | 63 | 79.37 |
| 2020-03-31 | $5.0k | 62 | 80.65 |
| 2019-12-31 | $6.0k | 61 | 98.36 |
| 2019-09-30 | $12k | 128 | 93.75 |
| 2019-06-30 | $11k | 127 | 86.61 |
| 2019-03-31 | $10k | 106 | 94.34 |
| 2018-12-31 | $6.0k | 66 | 90.91 |
| 2018-09-30 | $15k | 184 | 81.52 |
| 2018-06-30 | $14k | 183 | 76.50 |
| 2018-03-31 | $21k | 273 | 76.92 |
| 2017-12-31 | $41k | 485 | 84.54 |
| 2017-09-30 | $33k | 395 | 83.54 |
| 2017-06-30 | $33k | 391 | 84.40 |
| 2017-03-31 | $16k | 191 | 83.77 |
| 2016-12-31 | $15k | 189 | 79.37 |
| 2016-09-30 | $15k | 187 | 80.21 |
| 2016-03-31 | $5.0k | 58 | 86.21 |