Duke Energy shares owned by Apexium Financial
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 5.4k | 123.75 |
| 2025-06-30 | $634k | 5.4k | 118.01 |
| 2024-12-31 | $576k | 5.3k | 107.74 |
| 2024-09-30 | $592k | 5.1k | 115.30 |
| 2024-06-30 | $519k | 5.2k | 100.23 |
| 2024-03-31 | $496k | 5.1k | 96.71 |
| 2023-12-31 | $498k | 5.1k | 97.04 |
| 2023-09-30 | $449k | 5.1k | 88.26 |
| 2023-06-30 | $440k | 4.9k | 89.74 |
| 2023-03-31 | $454k | 4.7k | 96.47 |
| 2022-12-31 | $482k | 4.7k | 102.99 |
| 2022-09-30 | $436k | 4.7k | 92.94 |