Duke Energy shares owned by Calton & Associates
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $754k | 6.1k | 123.74 |
| 2025-06-30 | $689k | 5.8k | 117.99 |
| 2025-03-31 | $2.3M | 71k | 32.46 |
| 2024-09-30 | $758k | 15k | 50.46 |
| 2023-12-31 | $243k | 2.5k | 97.06 |
| 2023-09-30 | $240k | 2.7k | 88.27 |
| 2023-06-30 | $205k | 2.3k | 89.72 |
| 2023-03-31 | $298k | 3.1k | 96.49 |
| 2022-12-31 | $401k | 3.9k | 103.00 |
| 2022-09-30 | $310k | 3.3k | 92.90 |
| 2022-06-30 | $368k | 3.4k | 107.01 |
| 2022-03-31 | $494k | 4.4k | 111.61 |
| 2021-12-31 | $441k | 4.2k | 104.83 |
| 2021-09-30 | $492k | 5.0k | 97.46 |
| 2021-06-30 | $594k | 6.0k | 98.87 |
| 2021-03-31 | $559k | 5.8k | 96.46 |
| 2020-12-31 | $540k | 5.9k | 91.57 |
| 2020-09-30 | $534k | 6.0k | 88.54 |
| 2020-06-30 | $476k | 6.0k | 79.91 |
| 2020-03-31 | $516k | 6.4k | 80.84 |
| 2019-12-31 | $532k | 5.8k | 91.19 |
| 2019-09-30 | $443k | 4.6k | 95.83 |
| 2019-06-30 | $317k | 3.6k | 88.40 |
| 2019-03-31 | $210k | 2.3k | 89.90 |
| 2017-12-31 | $280k | 3.6k | 77.61 |