Duke Energy shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 29k | 123.75 |
| 2025-06-30 | $3.1M | 26k | 118.00 |
| 2025-03-31 | $2.8M | 23k | 122.00 |
| 2024-12-31 | $444k | 4.1k | 107.74 |
| 2024-09-30 | $307k | 2.7k | 115.29 |
| 2024-06-30 | $227k | 2.3k | 100.22 |
| 2024-03-31 | $427k | 4.4k | 96.71 |
| 2023-12-31 | $600k | 6.2k | 97.04 |
| 2023-09-30 | $352k | 4.0k | 88.26 |
| 2023-06-30 | $255k | 2.8k | 89.72 |
| 2022-09-30 | $257k | 2.8k | 92.88 |
| 2022-06-30 | $331k | 3.1k | 107.19 |
| 2022-03-31 | $308k | 2.8k | 111.63 |
| 2021-12-31 | $461k | 4.4k | 104.94 |
| 2021-09-30 | $464k | 4.8k | 97.66 |
| 2021-06-30 | $248k | 2.5k | 98.57 |
| 2021-03-31 | $237k | 2.5k | 96.66 |
| 2020-12-31 | $353k | 3.9k | 91.64 |
| 2020-09-30 | $341k | 3.9k | 88.57 |
| 2020-06-30 | $432k | 5.4k | 79.97 |
| 2020-03-31 | $472k | 5.8k | 80.96 |
| 2019-12-31 | $282k | 3.1k | 91.29 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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