Duke Energy shares owned by Baron Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Baron Wealth Management
from 13F filings
Historical chart of Baron Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Baron Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 3.6k | 123.74 |
| 2025-06-30 | $377k | 3.2k | 117.99 |
| 2025-03-31 | $379k | 3.1k | 121.95 |
| 2024-12-31 | $308k | 2.9k | 107.76 |
| 2024-09-30 | $315k | 2.7k | 115.31 |
| 2024-03-31 | $255k | 2.6k | 96.72 |
| 2023-12-31 | $233k | 2.4k | 97.04 |