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WMS Partners, LLC
> DUK
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Duke Energy CORP | DUK | 0 | -1,969 | 0 | -202,787,000 | |
| 12/31/2022 | Duke Energy CORP | DUK | 1,969 | 1,969 | 202,787,000 | 202,787,000 | $102,989.84 |
| 03/31/2022 | Duke Energy CORP | DUK | 0 | -1,970 | 0 | -207,000 | |
| 12/31/2021 | Duke Energy CORP | DUK | 1,970 | 1,970 | 207,000 | 207,000 | $105.08 |
| 09/30/2021 | Duke Energy CORP | DUK | 0 | -2,114 | 0 | -209,000 | |
| 06/30/2021 | Duke Energy CORP | DUK | 2,114 | -394 | 209,000 | -21,000 | $98.86 |
| 12/31/2020 | Duke Energy CORP | DUK | 2,508 | 100 | 230,000 | 17,000 | $91.71 |
| 09/30/2020 | Duke Energy CORP | DUK | 2,408 | 2,408 | 213,000 | 213,000 | $88.46 |
| 03/31/2020 | Duke Energy CORP | DUK | 0 | -2,408 | 0 | -220,000 | |
| 12/31/2019 | Duke Energy CORP | DUK | 2,408 | 2,408 | 220,000 | 220,000 | $91.36 |
| 09/30/2019 | Duke Energy CORP | DUK | 0 | -4,053 | 0 | -358,000 | |
| 06/30/2019 | Duke Energy CORP | DUK | 4,053 | 882 | 358,000 | 73,000 | $88.33 |
| 03/31/2019 | Duke Energy CORP | DUK | 3,171 | -315 | 285,000 | -16,000 | $89.88 |
| 12/31/2018 | Duke Energy CORP | DUK | 3,486 | 3,486 | 301,000 | 301,000 | $86.35 |
| 09/30/2018 | Duke Energy CORP | DUK | 0 | -3,573 | 0 | -283,000 | |
| 06/30/2018 | Duke Energy CORP | DUK | 3,573 | -568 | 283,000 | -38,000 | $79.21 |
| 03/31/2018 | Duke Energy CORP | DUK | 4,141 | 77 | 321,000 | -21,000 | $77.52 |
| 12/31/2017 | Duke Energy CORP | DUK | 4,064 | 4,064 | 342,000 | 342,000 | $84.15 |
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