Duke Energy shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 1.8k | 123.76 |
| 2025-06-30 | $214k | 1.8k | 118.02 |
| 2025-03-31 | $1.1M | 9.2k | 121.97 |
| 2024-12-31 | $985k | 9.1k | 107.75 |
| 2024-09-30 | $1.1M | 9.3k | 115.30 |
| 2024-06-30 | $937k | 9.4k | 100.22 |