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Duke Energy shares owned by Finivi

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Finivi from 13F filings

Historical chart of Finivi investment in Duke Energy

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All positions including Duke Energy held by Finivi consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Finivi

Quarter filed Position value Share count Share price at filing
2025-09-30 $702k 5.7k 123.76
2025-06-30 $670k 5.7k 118.00
2025-03-31 $663k 5.4k 121.97
2024-12-31 $579k 5.4k 107.73
2024-09-30 $590k 5.1k 115.30
2024-06-30 $509k 5.1k 100.22