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
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Beacon Investment Advisors 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 Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Beacon Investment Advisors