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Duke Energy shares owned by Greystone Financial Group

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

Historical chart of Greystone Financial Group investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Greystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 94k 123.75
2025-06-30 $9.8M 83k 118.00
2023-12-31 $6.4M 66k 97.04
2023-09-30 $6.3M 72k 88.26
2023-06-30 $6.8M 75k 89.74
2023-03-31 $7.1M 74k 96.47
2022-12-31 $7.3M 71k 102.99
2022-09-30 $6.5M 70k 93.02
2022-06-30 $8.0M 75k 107.21
2022-03-31 $8.5M 76k 111.65
2021-12-31 $7.7M 74k 104.89
2021-09-30 $5.5M 56k 97.59
2021-06-30 $7.0M 71k 98.72
2021-03-31 $7.3M 70k 103.63