Duke Energy shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 24k | 96.71 |
| 2023-12-31 | $2.2M | 22k | 97.04 |
| 2023-09-30 | $1.9M | 22k | 88.26 |
| 2023-06-30 | $2.1M | 23k | 89.74 |
| 2023-03-31 | $2.5M | 26k | 96.47 |
| 2022-12-31 | $2.7M | 26k | 102.99 |
| 2022-09-30 | $2.2M | 24k | 93.03 |
| 2022-06-30 | $2.2M | 21k | 107.20 |
| 2022-03-31 | $2.1M | 19k | 111.67 |
| 2021-12-31 | $2.0M | 19k | 104.92 |
| 2021-09-30 | $2.3M | 23k | 97.59 |
| 2021-06-30 | $2.0M | 20k | 98.73 |
| 2021-03-31 | $2.0M | 21k | 96.55 |
| 2020-12-31 | $1.9M | 21k | 91.55 |
| 2020-09-30 | $1.7M | 19k | 88.56 |
| 2020-06-30 | $1.5M | 19k | 79.89 |
| 2020-03-31 | $1.4M | 18k | 80.87 |
| 2019-12-31 | $1.8M | 19k | 91.21 |
| 2019-09-30 | $1.7M | 18k | 95.84 |
| 2019-06-30 | $1.6M | 19k | 88.23 |
| 2019-03-31 | $1.9M | 21k | 90.02 |
| 2018-12-31 | $2.0M | 23k | 86.30 |
| 2018-09-30 | $1.9M | 24k | 80.03 |
| 2018-06-30 | $2.2M | 28k | 79.07 |
| 2018-03-31 | $2.4M | 30k | 77.49 |
| 2017-12-31 | $2.7M | 32k | 84.11 |
| 2017-09-30 | $2.3M | 27k | 83.93 |
| 2017-06-30 | $2.4M | 29k | 83.57 |
| 2017-03-31 | $2.3M | 28k | 82.02 |
| 2016-12-31 | $2.3M | 29k | 77.61 |
| 2016-09-30 | $2.9M | 34k | 85.79 |
| 2016-06-30 | $2.9M | 34k | 85.79 |
| 2016-03-31 | $2.9M | 36k | 80.67 |
| 2015-12-31 | $2.3M | 33k | 71.39 |
| 2015-09-30 | $3.0M | 41k | 71.93 |
| 2015-06-30 | $3.3M | 46k | 70.63 |
| 2015-03-31 | $3.8M | 49k | 76.79 |
| 2014-12-31 | $5.0M | 60k | 83.52 |