Duke Energy shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 308 | 123.75 |
| 2025-06-30 | $38k | 320 | 118.00 |
| 2025-03-31 | $41k | 332 | 121.97 |
| 2024-12-31 | $29k | 268 | 107.74 |
| 2024-09-30 | $35k | 301 | 115.30 |
| 2024-03-31 | $28k | 291 | 96.71 |
| 2023-12-31 | $27k | 281 | 97.04 |
| 2023-09-30 | $33k | 374 | 88.26 |
| 2023-06-30 | $30k | 339 | 89.74 |
| 2023-03-31 | $54k | 560 | 96.47 |
| 2022-12-31 | $51k | 491 | 102.99 |
| 2022-09-30 | $22k | 241 | 91.29 |
| 2022-06-30 | $21k | 197 | 106.60 |
| 2021-12-31 | $10k | 94 | 106.38 |
| 2021-09-30 | $22k | 225 | 97.78 |