Duke Energy shares owned by BKM Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 3.2k | 123.77 |
| 2025-06-30 | $373k | 3.2k | 118.02 |
| 2025-03-31 | $386k | 3.2k | 121.99 |
| 2024-12-31 | $341k | 3.2k | 107.76 |
| 2024-09-30 | $297k | 2.6k | 115.30 |
| 2024-03-31 | $177k | 1.8k | 96.71 |
| 2023-12-31 | $159k | 1.6k | 97.04 |