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Duke Energy shares owned by WMS Partners

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WMS Partners from 13F filings

Historical chart of WMS Partners investment in Duke Energy

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All positions including Duke Energy held by WMS Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by WMS Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $279k 2.8k 100.23
2022-12-31 $203k 2.0k 102.99
2021-12-31 $207k 2.0k 105.08
2021-06-30 $209k 2.1k 98.86
2021-03-31 $212k 2.2k 96.41
2020-12-31 $213k 2.4k 88.46
2020-09-30 $213k 2.4k 88.46
2019-12-31 $220k 2.4k 91.36
2019-09-30 $279k 2.9k 95.94
2019-06-30 $358k 4.1k 88.33
2019-03-31 $285k 3.2k 89.88
2018-12-31 $301k 3.5k 86.35
2018-09-30 $286k 3.6k 80.04
2018-06-30 $283k 3.6k 79.21
2018-03-31 $321k 4.1k 77.52
2017-12-31 $342k 4.1k 84.15
2017-09-30 $344k 4.1k 83.98
2017-06-30 $296k 3.5k 83.66
2017-03-31 $281k 3.4k 82.12
2016-12-31 $246k 3.2k 77.68
2016-06-30 $201k 2.3k 85.71
2015-06-30 $250k 3.5k 70.50
2015-03-31 $216k 2.8k 76.62
2014-12-31 $300k 3.6k 83.54