Duke Energy shares owned by Beaton Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 3.2k | 123.62 |
| 2025-06-30 | $374k | 3.2k | 117.94 |
| 2025-03-31 | $387k | 3.2k | 122.04 |
| 2024-12-31 | $356k | 3.3k | 107.72 |
| 2024-09-30 | $393k | 3.4k | 115.45 |
| 2024-03-31 | $329k | 3.4k | 96.62 |
| 2023-12-31 | $330k | 3.4k | 96.94 |
| 2023-09-30 | $296k | 3.4k | 88.25 |
| 2023-06-30 | $282k | 3.1k | 89.67 |
| 2023-03-31 | $303k | 3.1k | 96.34 |
| 2022-12-31 | $324k | 3.1k | 102.99 |
| 2022-09-30 | $293k | 3.1k | 93.16 |
| 2022-06-30 | $343k | 3.2k | 107.15 |
| 2022-03-31 | $357k | 3.2k | 111.49 |
| 2021-12-31 | $336k | 3.2k | 104.93 |
| 2021-09-30 | $312k | 3.2k | 97.44 |
| 2021-06-30 | $306k | 3.1k | 98.65 |
| 2021-03-31 | $299k | 3.1k | 96.42 |
| 2020-12-31 | $284k | 3.1k | 91.73 |
| 2020-09-30 | $274k | 3.1k | 88.62 |
| 2020-06-30 | $233k | 2.9k | 80.01 |
| 2020-03-31 | $250k | 3.1k | 80.72 |
| 2019-12-31 | $287k | 3.1k | 91.20 |
| 2019-09-30 | $301k | 3.1k | 95.80 |
| 2019-06-30 | $261k | 3.0k | 88.15 |
| 2019-03-31 | $266k | 3.0k | 89.99 |
| 2018-12-31 | $255k | 3.0k | 86.29 |
| 2018-09-30 | $237k | 3.0k | 79.91 |
| 2018-06-30 | $234k | 3.0k | 78.95 |
| 2018-03-31 | $207k | 2.7k | 77.47 |
| 2017-12-31 | $236k | 2.8k | 84.17 |
| 2017-09-30 | $235k | 2.8k | 83.87 |
| 2017-06-30 | $234k | 2.8k | 83.57 |