Duke Energy shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 1.7k | 123.75 |
| 2025-03-31 | $256k | 2.1k | 121.97 |
| 2024-12-31 | $266k | 2.5k | 107.74 |
| 2024-06-30 | $1.3M | 13k | 100.22 |
| 2024-03-31 | $1.2M | 13k | 96.72 |
| 2023-12-31 | $1.2M | 13k | 97.03 |
| 2023-09-30 | $1.1M | 12k | 88.25 |
| 2023-06-30 | $1.2M | 13k | 89.75 |
| 2023-03-31 | $1.2M | 13k | 96.47 |
| 2022-12-31 | $1.3M | 13k | 102.99 |
| 2022-09-30 | $1.2M | 13k | 91.27 |
| 2022-06-30 | $1.4M | 13k | 107.14 |
| 2022-03-31 | $1.5M | 14k | 111.11 |
| 2021-12-31 | $1.4M | 14k | 103.17 |
| 2021-09-30 | $1.4M | 14k | 99.21 |
| 2021-06-30 | $1.4M | 14k | 99.21 |
| 2021-03-31 | $1.5M | 16k | 95.24 |
| 2020-12-31 | $1.3M | 15k | 91.27 |
| 2020-09-30 | $1.3M | 15k | 87.30 |
| 2020-06-30 | $1.2M | 15k | 79.37 |
| 2020-03-31 | $1.2M | 16k | 79.37 |
| 2019-12-31 | $1.5M | 16k | 91.27 |
| 2019-09-30 | $1.6M | 16k | 95.88 |
| 2019-06-30 | $1.4M | 16k | 88.22 |
| 2019-03-31 | $1.5M | 16k | 89.97 |
| 2018-12-31 | $33k | 385 | 85.71 |
| 2018-09-30 | $33k | 418 | 78.95 |
| 2018-06-30 | $33k | 418 | 78.95 |
| 2018-03-31 | $32k | 418 | 76.56 |
| 2017-12-31 | $35k | 418 | 83.73 |
| 2017-09-30 | $35k | 418 | 83.73 |
| 2017-06-30 | $29k | 352 | 82.39 |
| 2017-03-31 | $29k | 352 | 82.39 |