Duke Energy shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 19k | 123.75 |
| 2025-06-30 | $2.3M | 19k | 118.00 |
| 2025-03-31 | $2.4M | 19k | 121.97 |
| 2024-12-31 | $2.3M | 22k | 107.74 |
| 2024-09-30 | $2.6M | 22k | 115.30 |
| 2024-06-30 | $2.2M | 22k | 100.23 |
| 2024-03-31 | $2.1M | 22k | 96.71 |
| 2023-12-31 | $2.1M | 22k | 97.04 |
| 2023-09-30 | $2.3M | 26k | 88.26 |
| 2023-06-30 | $2.1M | 23k | 89.74 |
| 2023-03-31 | $2.2M | 23k | 96.47 |
| 2022-12-31 | $2.0M | 20k | 102.99 |
| 2022-09-30 | $1.9M | 20k | 92.99 |
| 2022-06-30 | $2.2M | 21k | 107.19 |
| 2022-03-31 | $585k | 5.2k | 111.66 |
| 2021-12-31 | $387k | 3.7k | 104.91 |
| 2021-09-30 | $339k | 3.5k | 97.61 |
| 2021-06-30 | $279k | 2.8k | 98.73 |
| 2021-03-31 | $402k | 4.2k | 96.61 |
| 2020-12-31 | $512k | 5.6k | 91.54 |
| 2020-09-30 | $364k | 4.1k | 88.63 |
| 2020-06-30 | $325k | 4.1k | 79.85 |
| 2020-03-31 | $338k | 4.2k | 80.76 |
| 2019-12-31 | $261k | 2.9k | 91.35 |
| 2019-09-30 | $233k | 2.4k | 96.04 |
| 2019-06-30 | $214k | 2.4k | 88.21 |
| 2019-03-31 | $271k | 3.0k | 90.06 |
| 2018-12-31 | $289k | 3.4k | 86.17 |
| 2018-09-30 | $313k | 3.9k | 79.99 |
| 2018-06-30 | $209k | 2.6k | 79.23 |
| 2018-03-31 | $290k | 3.7k | 78.36 |
| 2017-12-31 | $387k | 4.6k | 84.15 |
| 2017-09-30 | $402k | 4.8k | 83.94 |
| 2017-06-30 | $387k | 4.6k | 83.66 |
| 2017-03-31 | $370k | 4.5k | 82.02 |
| 2016-12-31 | $353k | 4.5k | 77.72 |
| 2016-09-30 | $251k | 3.1k | 80.14 |
| 2016-06-30 | $286k | 3.3k | 85.68 |
| 2016-03-31 | $268k | 3.3k | 80.63 |
| 2015-12-31 | $256k | 3.6k | 71.45 |
| 2015-09-30 | $274k | 3.8k | 71.93 |
| 2015-06-30 | $253k | 3.6k | 70.57 |
| 2015-03-31 | $270k | 3.5k | 76.64 |
| 2014-12-31 | $266k | 3.1k | 84.93 |
| 2014-09-30 | $229k | 3.0k | 75.16 |
| 2014-06-30 | $341k | 4.6k | 74.55 |
| 2014-03-31 | $325k | 4.6k | 71.35 |
| 2013-12-31 | $629k | 9.1k | 69.03 |
| 2013-09-30 | $295k | 4.4k | 66.74 |