Duke Energy shares owned by Halpern Financial
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12k | 123 | 95.97 |
| 2023-12-31 | $21k | 215 | 98.78 |
| 2023-09-30 | $11k | 123 | 88.26 |
| 2023-06-30 | $11k | 123 | 89.74 |
| 2023-03-31 | $12k | 123 | 96.47 |
| 2022-12-31 | $13k | 123 | 102.99 |
| 2022-09-30 | $11k | 123 | 93.02 |
| 2022-06-30 | $13k | 123 | 107.21 |
| 2022-03-31 | $14k | 123 | 111.66 |
| 2021-12-31 | $72k | 690 | 104.90 |
| 2021-09-30 | $12k | 123 | 97.59 |
| 2021-06-30 | $18k | 182 | 98.72 |
| 2021-03-31 | $18k | 182 | 96.53 |
| 2020-12-31 | $11k | 123 | 91.56 |
| 2020-09-30 | $11k | 123 | 88.56 |
| 2020-06-30 | $9.8k | 123 | 79.89 |
| 2020-03-31 | $9.9k | 123 | 80.88 |
| 2019-12-31 | $11k | 123 | 91.21 |