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Family Management Corp
> DUK
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Duke Energy CORP | DUK | 5,280 | -299 | 473,827,000 | -64,379,000 | $89,739.96 |
| 03/31/2023 | Duke Energy CORP | DUK | 5,579 | -745 | 538,206,000 | -113,103,000 | $96,469.98 |
| 12/31/2022 | Duke Energy CORP | DUK | 6,324 | -129 | 651,309,000 | 650,709,000 | $102,990.04 |
| 09/30/2022 | Duke Energy CORP | DUK | 6,453 | -167 | 600,000 | -110,000 | $92.98 |
| 06/30/2022 | Duke Energy CORP | DUK | 6,620 | -188 | 710,000 | -50,000 | $107.25 |
| 03/31/2022 | Duke Energy CORP | DUK | 6,808 | 300 | 760,000 | 77,000 | $111.63 |
| 12/31/2021 | Duke Energy CORP | DUK | 6,508 | 58 | 683,000 | 54,000 | $104.95 |
| 09/30/2021 | Duke Energy CORP | DUK | 6,450 | 477 | 629,000 | 39,000 | $97.52 |
| 06/30/2021 | Duke Energy CORP | DUK | 5,973 | 3,508 | 590,000 | 352,000 | $98.78 |
| 03/31/2021 | Duke Energy CORP | DUK | 2,465 | 2,465 | 238,000 | 238,000 | $96.55 |
| 06/30/2020 | Duke Energy CORP | DUK | 0 | -3,071 | 0 | -248,000 | |
| 03/31/2020 | Duke Energy CORP | DUK | 3,071 | -248 | 248,000 | -55,000 | $80.76 |
| 12/31/2019 | Duke Energy CORP | DUK | 3,319 | 458 | 303,000 | 29,000 | $91.29 |
| 09/30/2019 | Duke Energy CORP | DUK | 2,861 | 2,861 | 274,000 | 274,000 | $95.77 |
| 12/31/2018 | Duke Energy CORP | DUK | 0 | -25,517 | 0 | -2,042,000 | |
| 09/30/2018 | Duke Energy CORP | DUK | 25,517 | -2,019 | 2,042,000 | -136,000 | $80.03 |
| 06/30/2018 | Duke Energy CORP | DUK | 27,536 | 973 | 2,178,000 | 120,000 | $79.10 |
| 03/31/2018 | Duke Energy CORP | DUK | 26,563 | 26,563 | 2,058,000 | 2,058,000 | $77.48 |
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