Duke Energy shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 38k | 123.75 |
| 2025-06-30 | $6.4M | 54k | 118.00 |
| 2025-03-31 | $6.4M | 52k | 121.97 |
| 2024-12-31 | $5.6M | 52k | 107.74 |
| 2024-09-30 | $5.2M | 45k | 115.30 |
| 2024-06-30 | $4.9M | 49k | 100.23 |
| 2024-03-31 | $5.5M | 57k | 96.71 |
| 2023-12-31 | $6.0M | 62k | 97.04 |
| 2023-09-30 | $5.6M | 64k | 88.26 |
| 2023-06-30 | $5.2M | 58k | 89.74 |
| 2023-03-31 | $6.5M | 67k | 96.47 |
| 2022-12-31 | $5.0M | 49k | 102.99 |
| 2022-09-30 | $4.4M | 48k | 92.93 |
| 2022-06-30 | $5.0M | 47k | 107.35 |
| 2022-03-31 | $7.8M | 70k | 111.67 |
| 2021-12-31 | $2.5M | 24k | 104.92 |
| 2021-09-30 | $2.4M | 25k | 97.58 |
| 2021-06-30 | $1.5M | 16k | 98.75 |
| 2021-03-31 | $497k | 5.1k | 96.90 |
| 2020-12-31 | $361k | 4.0k | 91.14 |
| 2020-09-30 | $315k | 3.6k | 88.56 |
| 2020-06-30 | $234k | 2.9k | 80.77 |