Duke Energy shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $287k | 2.9k | 97.45 |
| 2021-06-30 | $213k | 2.2k | 98.29 |
| 2021-03-31 | $129k | 1.3k | 96.41 |
| 2020-12-31 | $112k | 1.2k | 91.13 |
| 2020-09-30 | $98k | 1.2k | 78.43 |
| 2020-06-30 | $110k | 1.4k | 77.72 |
| 2020-03-31 | $108k | 1.4k | 78.43 |
| 2019-12-31 | $91k | 998 | 91.18 |
| 2019-09-30 | $95k | 997 | 95.29 |
| 2019-06-30 | $87k | 992 | 87.70 |
| 2019-03-31 | $69k | 770 | 89.61 |
| 2018-12-31 | $71k | 822 | 86.09 |