Duke Energy shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 3.6k | 123.75 |
| 2025-06-30 | $429k | 3.6k | 118.00 |
| 2025-03-31 | $443k | 3.6k | 121.97 |
| 2024-12-31 | $392k | 3.6k | 107.74 |
| 2024-09-30 | $419k | 3.6k | 115.30 |
| 2024-06-30 | $417k | 4.2k | 100.23 |
| 2024-03-31 | $403k | 4.2k | 96.71 |
| 2023-12-31 | $442k | 4.6k | 97.04 |
| 2023-09-30 | $426k | 4.8k | 88.26 |
| 2023-06-30 | $405k | 4.5k | 89.74 |
| 2023-03-31 | $353k | 3.7k | 96.47 |
| 2022-12-31 | $375k | 3.6k | 102.99 |
| 2022-09-30 | $338k | 3.6k | 92.91 |
| 2022-06-30 | $309k | 2.9k | 107.11 |
| 2022-03-31 | $322k | 2.9k | 111.61 |
| 2021-12-31 | $303k | 2.9k | 105.03 |
| 2021-09-30 | $282k | 2.9k | 97.75 |
| 2021-06-30 | $285k | 2.9k | 98.79 |
| 2021-03-31 | $278k | 2.9k | 96.36 |
| 2020-12-31 | $170k | 1.9k | 91.30 |
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