Duke Energy shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1k | 33 | 123.73 |
| 2025-06-30 | $3.1k | 26 | 118.00 |
| 2025-03-31 | $1.6k | 13 | 121.92 |
| 2021-09-30 | $4.0k | 42 | 95.24 |
| 2021-06-30 | $22k | 221 | 99.55 |
| 2021-03-31 | $54k | 561 | 96.26 |
| 2020-12-31 | $85k | 923 | 92.09 |
| 2020-09-30 | $185k | 2.1k | 88.39 |
| 2020-06-30 | $252k | 3.2k | 79.77 |
| 2020-03-31 | $273k | 3.4k | 80.89 |
| 2019-12-31 | $363k | 4.0k | 91.11 |
| 2019-09-30 | $385k | 4.0k | 97.00 |
| 2019-06-30 | $360k | 4.1k | 88.32 |
| 2019-03-31 | $387k | 4.3k | 90.06 |
| 2018-12-31 | $379k | 4.4k | 86.37 |
More positions owned by Bay Harbor Wealth Management
View all positions for Bay Harbor Wealth Management