Duke Energy shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 2.8k | 123.75 |
| 2025-06-30 | $337k | 2.9k | 118.10 |
| 2025-03-31 | $387k | 3.2k | 122.07 |
| 2024-12-31 | $334k | 3.1k | 107.74 |
| 2024-09-30 | $370k | 3.2k | 115.30 |
| 2024-03-31 | $443k | 4.6k | 96.71 |
| 2023-12-31 | $476k | 4.9k | 96.95 |
| 2023-09-30 | $484k | 5.5k | 88.26 |
| 2023-06-30 | $981k | 11k | 89.46 |
| 2023-03-31 | $470k | 4.9k | 96.47 |
| 2022-12-31 | $447k | 4.3k | 102.99 |
More positions owned by Beverly Hills Private Wealth
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