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Duke Energy shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in Duke Energy

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All positions including Duke Energy held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $768k 8.3k 93.07
2022-06-30 $748k 7.0k 107.15
2022-03-31 $799k 7.2k 111.67
2021-12-31 $821k 7.8k 104.95
2021-09-30 $2.2M 22k 97.60
2021-06-30 $1.5M 15k 98.72
2021-03-31 $711k 7.4k 96.47
2020-12-31 $650k 7.1k 91.61
2020-09-30 $434k 4.9k 88.50
2020-06-30 $588k 7.4k 79.83