Duke Energy shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $930k | 7.5k | 123.74 |
| 2025-06-30 | $955k | 8.1k | 117.97 |
| 2025-03-31 | $215k | 1.8k | 122.02 |
| 2024-09-30 | $203k | 1.8k | 115.47 |
| 2022-06-30 | $440k | 4.1k | 107.29 |
| 2021-12-31 | $400k | 3.8k | 104.90 |
| 2020-12-31 | $216k | 2.4k | 91.72 |