EP Wealth Advisors, LLC's ownership history for DUK


EP Wealth Advisors, LLC currently holds 33.1K shares with a market value of $3.9M. It started holding DUK on 2024-09-30. At its peak, it held 33.1K shares on 2025-06-30. Its highest holding value was $3.9M on 2025-06-30. At its lowest, it held 28.5K shares on 2024-12-31, with a value of $3.1M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 4.5K.


EP Wealth Advisors, LLC's ownership history for DUK