Duke Energy shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 58k | 123.75 |
| 2025-06-30 | $6.6M | 56k | 118.00 |
| 2025-03-31 | $6.3M | 51k | 121.97 |
| 2024-12-31 | $5.1M | 48k | 107.74 |
| 2024-06-30 | $4.4M | 44k | 100.23 |
| 2024-03-31 | $4.3M | 44k | 96.71 |
| 2023-12-31 | $4.3M | 45k | 97.04 |
| 2023-09-30 | $3.9M | 45k | 88.26 |
| 2023-06-30 | $4.0M | 44k | 89.74 |
| 2023-03-31 | $4.3M | 45k | 96.47 |
| 2022-12-31 | $4.6M | 45k | 102.99 |
| 2022-09-30 | $4.1M | 44k | 93.02 |
| 2022-06-30 | $4.7M | 44k | 107.20 |
| 2022-03-31 | $4.9M | 44k | 111.68 |
| 2021-12-31 | $4.4M | 42k | 104.91 |
| 2021-09-30 | $4.1M | 42k | 97.59 |
| 2021-06-30 | $4.1M | 42k | 98.73 |
| 2021-03-31 | $3.9M | 40k | 96.53 |
| 2020-12-31 | $3.3M | 36k | 91.57 |
| 2020-09-30 | $3.1M | 35k | 88.55 |
| 2019-03-31 | $661k | 7.3k | 90.05 |
| 2018-12-31 | $655k | 7.6k | 86.35 |
| 2018-09-30 | $593k | 7.4k | 80.07 |
| 2018-06-30 | $656k | 8.3k | 79.07 |
| 2018-03-31 | $648k | 8.4k | 77.47 |
| 2017-12-31 | $704k | 8.4k | 84.16 |
| 2017-09-30 | $795k | 9.5k | 83.96 |
More positions owned by Beacon Investment Advisory Services
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