Duke Energy shares owned by Birch Hill Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Birch Hill Investment Advisors
from 13F filings
Historical chart of Birch Hill Investment Advisors investment in Duke Energy
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All positions including Duke Energy held by Birch Hill Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Birch Hill Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $976k | 7.9k | 123.75 |
| 2025-06-30 | $931k | 7.9k | 118.00 |
| 2025-03-31 | $962k | 7.9k | 121.97 |
| 2024-12-31 | $850k | 7.9k | 107.74 |
| 2024-09-30 | $910k | 7.9k | 115.30 |
| 2024-06-30 | $791k | 7.9k | 100.23 |
| 2024-03-31 | $763k | 7.9k | 96.71 |
| 2023-12-31 | $766k | 7.9k | 97.04 |
| 2023-09-30 | $696k | 7.9k | 88.26 |
| 2023-06-30 | $708k | 7.9k | 89.74 |
| 2023-03-31 | $761k | 7.9k | 96.47 |
| 2022-12-31 | $812k | 7.9k | 102.99 |
| 2022-09-30 | $734k | 7.9k | 93.05 |
| 2022-06-30 | $846k | 7.9k | 107.25 |
| 2022-03-31 | $881k | 7.9k | 111.69 |
| 2021-12-31 | $827k | 7.9k | 104.84 |
| 2021-09-30 | $770k | 7.9k | 97.62 |
| 2021-06-30 | $779k | 7.9k | 98.76 |
| 2021-03-31 | $761k | 7.9k | 96.48 |
| 2020-12-31 | $722k | 7.9k | 91.53 |
| 2020-09-30 | $699k | 7.9k | 88.62 |
| 2020-06-30 | $630k | 7.9k | 79.87 |
| 2020-03-31 | $638k | 7.9k | 80.88 |
| 2019-12-31 | $719k | 7.9k | 91.15 |
| 2019-09-30 | $756k | 7.9k | 95.84 |
| 2019-06-30 | $696k | 7.9k | 88.24 |
| 2019-03-31 | $773k | 8.6k | 90.05 |
| 2018-12-31 | $747k | 8.7k | 86.35 |
| 2018-09-30 | $692k | 8.7k | 79.99 |
| 2018-06-30 | $684k | 8.7k | 79.07 |
| 2018-03-31 | $670k | 8.7k | 77.45 |
| 2017-12-31 | $789k | 9.4k | 84.09 |
| 2017-09-30 | $792k | 9.4k | 83.87 |
| 2017-06-30 | $789k | 9.4k | 83.55 |
| 2017-03-31 | $774k | 9.4k | 81.97 |
| 2016-12-31 | $716k | 9.2k | 77.65 |
| 2016-09-30 | $762k | 9.5k | 80.03 |
| 2016-06-30 | $834k | 9.7k | 85.79 |
| 2016-03-31 | $784k | 9.7k | 80.65 |
| 2015-12-31 | $694k | 9.7k | 71.39 |
| 2015-09-30 | $699k | 9.7k | 71.91 |
| 2015-06-30 | $686k | 9.7k | 70.57 |
| 2015-03-31 | $751k | 9.8k | 76.73 |
| 2014-12-31 | $818k | 9.8k | 83.58 |
| 2014-09-30 | $734k | 9.8k | 74.74 |
| 2014-06-30 | $729k | 9.8k | 74.23 |
| 2014-03-31 | $699k | 9.8k | 71.17 |
| 2013-12-31 | $691k | 10k | 69.00 |
| 2013-09-30 | $676k | 10k | 66.80 |
| 2013-06-30 | $676k | 10k | 67.51 |
| 2013-03-31 | $727k | 10k | 72.60 |
| 2012-12-31 | $668k | 11k | 63.84 |
| 2012-09-30 | $678k | 11k | 64.79 |
More positions owned by Birch Hill Investment Advisors
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