Duke Energy shares owned by BCGM Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by BCGM Wealth Management
from 13F filings
Historical chart of BCGM Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by BCGM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $627k | 5.4k | 117.21 |
| 2025-09-30 | $661k | 5.3k | 123.76 |
| 2025-06-30 | $629k | 5.3k | 117.99 |
| 2025-03-31 | $649k | 5.3k | 121.98 |
| 2024-12-31 | $608k | 5.6k | 107.74 |
| 2024-09-30 | $665k | 5.8k | 115.31 |
| 2024-06-30 | $577k | 5.8k | 100.22 |
| 2024-03-31 | $556k | 5.7k | 96.70 |
| 2023-12-31 | $511k | 5.3k | 97.04 |
| 2023-09-30 | $463k | 5.3k | 88.25 |
| 2023-06-30 | $471k | 5.3k | 89.73 |
| 2023-03-31 | $436k | 4.5k | 96.47 |
| 2022-12-31 | $538k | 5.2k | 102.99 |
| 2022-09-30 | $533k | 5.7k | 92.87 |
| 2022-06-30 | $624k | 5.7k | 109.94 |
| 2022-03-31 | $658k | 6.0k | 110.24 |
| 2021-12-31 | $593k | 5.7k | 104.86 |
| 2021-09-30 | $297k | 2.9k | 101.99 |
| 2021-06-30 | $255k | 2.4k | 104.98 |
| 2021-03-31 | $245k | 2.4k | 101.28 |
| 2020-12-31 | $224k | 2.5k | 89.92 |