Duke Energy shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46k | 372 | 123.86 |
| 2025-06-30 | $68k | 579 | 118.05 |
| 2025-03-31 | $71k | 578 | 121.99 |
| 2024-12-31 | $62k | 577 | 107.75 |
| 2024-09-30 | $66k | 575 | 115.47 |
| 2024-06-30 | $58k | 574 | 100.37 |
| 2024-03-31 | $56k | 574 | 96.72 |
| 2023-12-31 | $56k | 573 | 97.10 |
| 2023-09-30 | $55k | 624 | 88.35 |
| 2023-06-30 | $56k | 623 | 89.87 |
| 2023-03-31 | $58k | 595 | 96.61 |
| 2022-12-31 | $77k | 750 | 102.17 |
| 2022-09-30 | $72k | 749 | 96.13 |
| 2022-06-30 | $81k | 747 | 108.43 |
| 2022-03-31 | $84k | 746 | 112.60 |
| 2021-12-31 | $78k | 745 | 104.70 |
| 2021-09-30 | $80k | 817 | 97.92 |
| 2021-06-30 | $88k | 895 | 98.32 |
| 2021-03-31 | $90k | 933 | 96.46 |
| 2020-12-31 | $86k | 933 | 92.18 |
| 2020-09-30 | $89k | 1.0k | 88.65 |
| 2020-06-30 | $80k | 1.0k | 79.68 |
| 2020-03-31 | $87k | 1.0k | 86.65 |
| 2019-12-31 | $73k | 796 | 91.71 |