Duke Energy shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 9.4k | 117.22 |
| 2025-09-30 | $1.1M | 8.8k | 123.76 |
| 2025-06-30 | $1.1M | 9.3k | 118.01 |
| 2025-03-31 | $1.3M | 10k | 121.90 |
| 2024-12-31 | $1.2M | 11k | 113.92 |
| 2024-09-30 | $1.2M | 11k | 115.32 |
| 2024-06-30 | $701k | 7.0k | 100.23 |
| 2024-03-31 | $706k | 7.3k | 96.71 |
| 2023-09-30 | $740k | 8.4k | 88.27 |
| 2023-06-30 | $714k | 8.0k | 89.75 |
| 2023-03-31 | $1.9M | 19k | 96.47 |
| 2022-12-31 | $2.0M | 19k | 102.99 |
| 2022-09-30 | $1.8M | 19k | 93.10 |
| 2022-06-30 | $1.7M | 16k | 107.16 |
| 2022-03-31 | $2.0M | 18k | 111.74 |
| 2021-12-31 | $1.8M | 17k | 104.89 |
| 2021-09-30 | $1.4M | 14k | 97.55 |
| 2021-06-30 | $1.3M | 13k | 98.73 |
| 2021-03-31 | $1.1M | 12k | 96.53 |
| 2020-12-31 | $1.1M | 12k | 91.56 |
| 2020-09-30 | $1.3M | 16k | 80.86 |
| 2020-06-30 | $970k | 12k | 79.86 |
| 2020-03-31 | $1.3M | 16k | 80.86 |
| 2019-12-31 | $1.4M | 15k | 91.13 |
| 2019-09-30 | $612k | 6.4k | 95.85 |
| 2019-06-30 | $489k | 5.5k | 88.30 |
| 2019-03-31 | $971k | 11k | 90.01 |
| 2018-12-31 | $313k | 3.6k | 86.34 |
| 2018-09-30 | $740k | 9.2k | 80.05 |
| 2018-06-30 | $203k | 2.6k | 79.23 |
| 2018-03-31 | $249k | 3.2k | 77.52 |
| 2017-12-31 | $331k | 3.9k | 84.03 |
| 2017-09-30 | $283k | 3.4k | 83.78 |
More positions owned by Belpointe Asset Management
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