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Duke Energy shares owned by Bard Financial Services

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bard Financial Services from 13F filings

Historical chart of Bard Financial Services investment in Duke Energy

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All positions including Duke Energy held by Bard Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Bard Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 3.0k 115.30
2024-06-30 $598k 6.0k 100.23
2024-03-31 $583k 6.0k 96.71
2023-12-31 $585k 6.0k 97.04
2023-09-30 $532k 6.0k 88.26
2023-06-30 $533k 5.9k 89.74
2023-03-31 $573k 5.9k 96.47
2022-12-31 $612k 5.9k 103.03
2022-09-30 $515k 5.5k 93.04
2022-06-30 $593k 5.5k 107.14
2022-03-31 $618k 5.5k 111.65
2021-12-31 $615k 5.9k 104.95
2021-09-30 $540k 5.5k 97.56
2021-06-30 $546k 5.5k 98.65
2021-03-31 $534k 5.5k 96.48
2020-12-31 $507k 5.5k 91.60