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Duke Energy shares owned by Beacon Financial

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Duke Energy

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All positions including Duke Energy held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 52k 97.04
2023-09-30 $4.8M 54k 88.80
2023-06-30 $4.9M 55k 88.88
2023-03-31 $5.5M 56k 99.13
2022-12-31 $5.9M 57k 102.99
2022-09-30 $5.5M 58k 95.09
2022-06-30 $6.0M 58k 103.71
2022-03-31 $6.6M 59k 112.13
2021-12-31 $6.1M 59k 103.49
2021-09-30 $5.8M 59k 98.35
2021-06-30 $6.1M 59k 103.75
2021-03-31 $5.5M 60k 91.05
2020-12-31 $5.5M 60k 91.05
2020-09-30 $5.4M 61k 88.56
2020-06-30 $5.0M 62k 80.25
2020-03-31 $5.2M 62k 83.47
2019-12-31 $5.7M 63k 91.21
2019-09-30 $6.8M 71k 96.26
2019-06-30 $6.3M 71k 88.25
2019-03-31 $6.4M 72k 89.99
2018-12-31 $6.4M 74k 86.12
2018-09-30 $6.0M 74k 80.02
2018-06-30 $6.1M 77k 79.08
2018-03-31 $6.0M 77k 77.47
2017-12-31 $9.2M 109k 84.11
2017-09-30 $9.5M 113k 83.92
2017-06-30 $9.5M 113k 84.03
2017-03-31 $9.0M 110k 82.04
2016-12-31 $8.4M 109k 77.61
2016-09-30 $8.8M 110k 80.31
2016-06-30 $9.1M 109k 84.16
2016-03-31 $8.7M 109k 80.34
2015-12-31 $7.4M 103k 72.19
2015-09-30 $4.2M 59k 70.72
2015-03-31 $219k 2.9k 76.23
2014-12-31 $262k 3.1k 84.46
2014-09-30 $218k 2.9k 74.17