Duke Energy shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $215k | 1.8k | 117.21 |
| 2025-03-31 | $242k | 2.0k | 121.97 |
| 2024-12-31 | $211k | 2.0k | 107.74 |
| 2024-09-30 | $226k | 2.0k | 115.30 |
| 2023-03-31 | $211k | 2.2k | 96.47 |
| 2022-12-31 | $225k | 2.2k | 102.99 |
| 2022-09-30 | $204k | 2.2k | 93.24 |
| 2022-06-30 | $285k | 2.7k | 107.06 |
| 2022-03-31 | $297k | 2.7k | 111.57 |
| 2021-12-31 | $279k | 2.7k | 104.81 |
| 2021-09-30 | $260k | 2.7k | 97.67 |
| 2021-06-30 | $263k | 2.7k | 98.80 |
| 2021-03-31 | $257k | 2.7k | 96.54 |
| 2020-12-31 | $244k | 2.7k | 91.66 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management