Duke Energy shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $459k | 3.9k | 117.99 |
| 2025-03-31 | $472k | 3.9k | 121.97 |
| 2024-12-31 | $414k | 3.8k | 107.75 |
| 2024-09-30 | $465k | 4.0k | 115.31 |
| 2024-06-30 | $401k | 4.0k | 100.24 |
| 2024-03-31 | $346k | 3.6k | 96.71 |
| 2023-12-31 | $311k | 3.2k | 97.03 |
| 2023-09-30 | $268k | 3.0k | 88.25 |
| 2023-06-30 | $273k | 3.0k | 89.73 |
| 2023-03-31 | $290k | 3.0k | 96.49 |
| 2022-12-31 | $307k | 3.0k | 102.98 |
| 2022-09-30 | $274k | 2.9k | 93.01 |
| 2022-06-30 | $313k | 2.9k | 107.27 |
| 2022-03-31 | $324k | 2.9k | 111.80 |
| 2021-12-31 | $303k | 2.9k | 104.77 |
| 2021-09-30 | $280k | 2.9k | 97.73 |
| 2021-06-30 | $280k | 2.8k | 98.66 |
| 2021-03-31 | $272k | 2.8k | 96.49 |
| 2020-12-31 | $255k | 2.8k | 91.66 |
| 2020-09-30 | $244k | 2.8k | 88.63 |
| 2020-06-30 | $217k | 2.7k | 79.72 |
| 2020-03-31 | $216k | 2.7k | 81.02 |
| 2019-12-31 | $240k | 2.6k | 91.08 |
| 2019-09-30 | $250k | 2.6k | 95.86 |
| 2019-06-30 | $232k | 2.6k | 89.85 |
| 2019-03-31 | $230k | 2.6k | 90.02 |
| 2018-12-31 | $218k | 2.5k | 86.20 |