Duke Energy shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 690 | 123.75 |
| 2025-06-30 | $81k | 687 | 118.00 |
| 2025-03-31 | $64k | 523 | 121.97 |
| 2024-12-31 | $56k | 523 | 107.74 |
| 2024-09-30 | $28k | 239 | 115.30 |
| 2024-06-30 | $188k | 1.9k | 100.23 |
| 2024-03-31 | $181k | 1.9k | 96.71 |
| 2023-12-31 | $159k | 1.6k | 97.04 |
| 2023-09-30 | $144k | 1.6k | 88.26 |
| 2023-06-30 | $147k | 1.6k | 89.74 |
| 2023-03-31 | $158k | 1.6k | 96.47 |
| 2022-12-31 | $168k | 1.6k | 102.99 |
| 2022-09-30 | $152k | 1.6k | 93.02 |
| 2022-03-31 | $182k | 1.6k | 111.38 |
| 2021-12-31 | $180k | 1.7k | 104.77 |
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