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Duke Energy shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Duke Energy

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All positions including Duke Energy held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $72M 620k 115.30
2024-06-30 $63M 624k 100.23
2024-03-31 $61M 628k 96.71
2023-12-31 $60M 615k 96.92
2023-09-30 $54M 610k 88.26