Duke Energy shares owned by Forum Financial Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $602k | 4.6k | 130.93 |
| 2025-12-31 | $424k | 3.6k | 117.22 |
| 2025-09-30 | $346k | 2.8k | 123.77 |
| 2025-06-30 | $334k | 2.8k | 118.00 |
| 2025-03-31 | $251k | 2.1k | 121.94 |
| 2024-12-31 | $222k | 2.1k | 107.75 |
| 2023-12-31 | $215k | 2.2k | 97.06 |
| 2023-09-30 | $218k | 2.5k | 88.26 |
| 2023-06-30 | $224k | 2.5k | 89.73 |
More positions owned by Forum Financial Management
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