DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,369 Value ($000) $3,794 Avg Close $121.57 Range $113.90 - $128.91
Q2 2025
Shares 33,081 Value ($000) $3,904 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 28,997 Value ($000) $3,537 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 28,533 Value ($000) $3,074 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 30,113 Value ($000) $3,472 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 24,735 Value ($000) $2,479 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 24,678 Value ($000) $2,387 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 21,938 Value ($000) $2,129 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 20,369 Value ($000) $1,798 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 6,954 Value ($000) $1,787 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 22,874 Value ($000) $1,784 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 13,453 Value ($000) $1,386 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 23,772 Value ($000) $2,211 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 10,861 Value ($000) $1,164 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 7,275 Value ($000) $812 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 6,925 Value ($000) $726 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 6,011 Value ($000) $587 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 7,233 Value ($000) $714 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 7,572 Value ($000) $731 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 6,663 Value ($000) $610 Avg Close $75.68 Range $71.30 - $80.48
Q3 2020
Shares 7,575 Value ($000) $671 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 8,605 Value ($000) $687 Avg Close $67.61 Range $60.11 - $74.18
Q1 2020
Shares 9,906 Value ($000) $801 Avg Close $72.71 Range $49.41 - $82.54
Q4 2019
Shares 10,056 Value ($000) $917 Avg Close $71.81 Range $67.97 - $75.87
Q3 2019
Shares 11,274 Value ($000) $1,081 Avg Close $70.54 Range $66.43 - $75.43
Q2 2019
Shares 11,715 Value ($000) $1,034 Avg Close $67.76 Range $64.97 - $69.91
Q1 2019
Shares 11,057 Value ($000) $995 Avg Close $66.91 Range $62.24 - $69.91
Q4 2018
Shares 13,053 Value ($000) $1,126 Avg Close $63.89 Range $58.63 - $68.95
Q3 2018
Shares 12,478 Value ($000) $999 Avg Close $60.03 Range $57.51 - $62.55