Duke Energy shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 16k | 107.74 |
| 2024-09-30 | $1.8M | 15k | 115.30 |
| 2024-06-30 | $1.6M | 16k | 100.23 |
| 2024-03-31 | $1.2M | 13k | 96.71 |
| 2023-09-30 | $970k | 11k | 88.26 |
| 2023-06-30 | $1.0M | 11k | 89.74 |
| 2023-03-31 | $961k | 10k | 96.47 |
| 2022-12-31 | $1.0M | 10k | 102.99 |
| 2022-09-30 | $923k | 9.9k | 93.06 |
| 2022-06-30 | $1.0M | 9.5k | 107.26 |
| 2022-03-31 | $1.2M | 11k | 111.70 |
| 2021-12-31 | $1.1M | 11k | 104.89 |
| 2021-09-30 | $1.2M | 13k | 97.63 |
| 2021-06-30 | $1.1M | 12k | 98.69 |
| 2021-03-31 | $869k | 9.0k | 96.54 |
| 2020-12-31 | $880k | 9.6k | 91.57 |
| 2020-09-30 | $2.6M | 58k | 45.67 |
| 2020-06-30 | $752k | 9.4k | 79.93 |
| 2020-03-31 | $234k | 2.9k | 80.77 |
| 2019-12-31 | $260k | 2.9k | 91.07 |
| 2019-09-30 | $298k | 3.1k | 95.85 |
| 2019-06-30 | $289k | 3.3k | 88.24 |
| 2019-03-31 | $295k | 3.3k | 90.08 |
| 2018-12-31 | $283k | 3.3k | 86.41 |
| 2018-09-30 | $281k | 3.5k | 79.90 |
| 2018-06-30 | $279k | 3.5k | 78.95 |
| 2018-03-31 | $258k | 3.3k | 77.52 |
| 2017-12-31 | $275k | 3.3k | 84.25 |
| 2017-09-30 | $284k | 3.4k | 83.92 |
| 2015-06-30 | $553k | 7.7k | 71.53 |
| 2014-03-31 | $1.4M | 19k | 73.23 |