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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Quarterly reported holdings in Duke Energy by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 589k | 123.75 |
| 2025-06-30 | $70M | 590k | 118.00 |
| 2025-03-31 | $72M | 590k | 121.97 |
| 2024-12-31 | $66M | 612k | 107.74 |
| 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 |
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