Duke Energy shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 3.4k | 123.78 |
| 2025-06-30 | $394k | 3.4k | 116.93 |
| 2025-03-31 | $403k | 3.3k | 122.00 |
| 2024-12-31 | $343k | 3.2k | 107.75 |
| 2024-09-30 | $321k | 2.8k | 115.32 |
| 2024-06-30 | $278k | 2.8k | 100.22 |
| 2024-03-31 | $270k | 2.8k | 96.72 |
| 2023-09-30 | $245k | 2.8k | 88.25 |
| 2023-06-30 | $250k | 2.8k | 89.75 |
| 2023-03-31 | $297k | 3.1k | 96.46 |
| 2022-12-31 | $315k | 3.1k | 102.99 |
More positions owned by Beacon Investment Advisors
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