Duke Energy shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 3.2k | 123.75 |
| 2025-06-30 | $536k | 4.5k | 118.00 |
| 2025-03-31 | $391k | 3.2k | 121.97 |
| 2024-12-31 | $324k | 3.0k | 107.74 |
| 2024-09-30 | $210k | 1.8k | 115.30 |
| 2024-06-30 | $207k | 2.1k | 100.23 |
| 2024-03-31 | $216k | 2.2k | 96.72 |
| 2021-06-30 | $553k | 5.6k | 98.75 |
| 2021-03-31 | $539k | 5.6k | 96.25 |
| 2020-03-31 | $248k | 3.1k | 80.73 |