Duke Energy shares owned by Birch Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $376k | 3.2k | 117.21 |
| 2025-03-31 | $424k | 3.5k | 121.96 |
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