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Duke Energy shares owned by Forte Capital

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Forte Capital from 13F filings

Historical chart of Forte Capital investment in Duke Energy

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All positions including Duke Energy held by Forte Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Forte Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 22k 97.04
2023-09-30 $2.0M 23k 88.26
2023-06-30 $2.0M 23k 89.74
2023-03-31 $2.1M 22k 96.47
2022-12-31 $2.2M 22k 102.99
2022-09-30 $2.0M 22k 93.01
2022-06-30 $2.3M 22k 107.20
2022-03-31 $1.9M 18k 104.92
2021-12-31 $1.9M 18k 104.92
2021-09-30 $1.2M 12k 97.62
2021-06-30 $1.3M 13k 98.70
2021-03-31 $1.2M 13k 96.53
2020-12-31 $1.2M 13k 91.56
2020-09-30 $1.1M 13k 88.56
2020-06-30 $1.1M 14k 79.91
2020-03-31 $1.1M 14k 80.90
2019-12-31 $1.2M 13k 91.20
2019-09-30 $1.2M 13k 95.85
2019-06-30 $1.1M 12k 88.22
2017-12-31 $546k 6.5k 84.03
2017-09-30 $535k 6.4k 83.88
2017-06-30 $538k 6.4k 83.57
2017-03-31 $520k 6.3k 82.04
2016-12-31 $453k 5.8k 77.50
2016-09-30 $219k 2.7k 79.93
2016-06-30 $237k 2.8k 85.71
2016-03-31 $376k 4.7k 80.60
2015-12-31 $297k 4.2k 71.31
2015-09-30 $300k 4.2k 72.03
2015-06-30 $292k 4.1k 70.53
2015-03-31 $294k 3.9k 75.93
2014-12-31 $284k 3.4k 83.60
2014-09-30 $317k 4.2k 74.76