Duke Energy shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Duke Energy
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Quarterly reported holdings in Duke Energy by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 4.3k | 123.76 |
| 2025-06-30 | $507k | 4.3k | 118.01 |
| 2025-03-31 | $557k | 4.6k | 121.98 |
| 2024-12-31 | $491k | 4.6k | 107.75 |
| 2024-09-30 | $538k | 4.7k | 115.31 |
| 2024-06-30 | $657k | 6.6k | 100.24 |
| 2024-03-31 | $1.1M | 11k | 96.71 |
| 2023-12-31 | $1.2M | 13k | 97.04 |
| 2023-09-30 | $1.1M | 13k | 88.26 |
| 2023-06-30 | $1.1M | 12k | 89.74 |
| 2023-03-31 | $1.1M | 12k | 96.47 |
| 2022-12-31 | $1.1M | 11k | 102.99 |
| 2022-09-30 | $972k | 11k | 92.95 |
| 2022-06-30 | $1.1M | 11k | 107.17 |
| 2022-03-31 | $1.1M | 10k | 111.58 |
| 2021-12-31 | $1.0M | 10k | 104.83 |
| 2021-09-30 | $970k | 9.9k | 97.52 |
| 2021-06-30 | $980k | 9.9k | 98.67 |
| 2021-03-31 | $958k | 9.9k | 96.51 |
| 2020-12-31 | $910k | 9.9k | 91.47 |
| 2020-09-30 | $955k | 11k | 88.48 |
| 2020-06-30 | $875k | 11k | 79.82 |
| 2020-03-31 | $875k | 11k | 80.80 |
| 2019-12-31 | $914k | 10k | 91.17 |
| 2019-09-30 | $1.0M | 11k | 95.81 |
| 2019-06-30 | $899k | 10k | 88.20 |
| 2019-03-31 | $984k | 11k | 89.97 |
| 2018-12-31 | $923k | 12k | 80.01 |
| 2018-09-30 | $923k | 12k | 80.01 |
| 2018-06-30 | $887k | 11k | 79.10 |
| 2018-03-31 | $858k | 11k | 77.49 |
| 2017-12-31 | $773k | 9.2k | 84.06 |