Duke Energy shares owned by Beese Fulmer Investment Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beese Fulmer Investment Management
from 13F filings
Historical chart of Beese Fulmer Investment Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beese Fulmer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $550k | 4.4k | 123.75 |
| 2025-06-30 | $525k | 4.4k | 118.00 |
| 2025-03-31 | $567k | 4.6k | 121.97 |
| 2024-12-31 | $488k | 4.5k | 107.74 |
| 2024-09-30 | $507k | 4.4k | 115.30 |
| 2024-06-30 | $441k | 4.4k | 100.23 |
| 2024-03-31 | $427k | 4.4k | 96.71 |
| 2023-12-31 | $469k | 4.8k | 97.04 |
| 2023-09-30 | $409k | 4.6k | 88.26 |
| 2023-06-30 | $440k | 4.9k | 89.74 |
| 2023-03-31 | $487k | 5.1k | 96.47 |
| 2022-12-31 | $522k | 5.1k | 103.00 |
| 2022-09-30 | $471k | 5.1k | 92.97 |
| 2022-06-30 | $543k | 5.1k | 107.19 |
| 2022-03-31 | $566k | 5.1k | 111.73 |
| 2021-12-31 | $580k | 5.5k | 104.96 |
| 2021-09-30 | $567k | 5.8k | 97.57 |
| 2021-06-30 | $574k | 5.8k | 98.78 |
| 2021-03-31 | $590k | 6.1k | 96.55 |
| 2020-12-31 | $516k | 5.6k | 91.55 |
| 2020-09-30 | $475k | 5.4k | 88.52 |
| 2020-06-30 | $400k | 5.0k | 79.90 |
| 2020-03-31 | $405k | 5.0k | 80.90 |
| 2019-12-31 | $432k | 4.7k | 91.31 |
| 2019-09-30 | $447k | 4.7k | 95.90 |
| 2019-06-30 | $245k | 2.8k | 88.32 |
| 2019-03-31 | $250k | 2.8k | 90.12 |
| 2018-12-31 | $239k | 2.8k | 86.16 |
| 2018-09-30 | $222k | 2.8k | 80.03 |
| 2018-06-30 | $219k | 2.8k | 78.95 |
| 2018-03-31 | $215k | 2.8k | 77.51 |
| 2017-12-31 | $235k | 2.8k | 84.02 |
| 2017-09-30 | $242k | 2.9k | 83.94 |
| 2017-06-30 | $241k | 2.9k | 83.59 |
| 2017-03-31 | $236k | 2.9k | 81.86 |
| 2016-12-31 | $224k | 2.9k | 77.70 |
| 2016-09-30 | $231k | 2.9k | 80.12 |
| 2016-06-30 | $215k | 2.5k | 85.69 |
| 2016-03-31 | $200k | 2.5k | 79.71 |
| 2014-12-31 | $200k | 2.4k | 83.40 |
More positions owned by Beese Fulmer Investment Management
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