Duke Energy shares owned by Heron Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.0M | 12k | 89.74 |
| 2023-03-31 | $1.1M | 12k | 96.47 |
| 2022-12-31 | $1.0M | 10k | 103.26 |
| 2022-09-30 | $931k | 10k | 92.97 |
| 2022-06-30 | $1.1M | 10k | 107.20 |
| 2022-03-31 | $1.1M | 10k | 111.61 |
| 2021-12-31 | $1.0M | 9.8k | 103.43 |
| 2021-09-30 | $917k | 9.4k | 97.55 |
| 2021-06-30 | $904k | 9.2k | 98.74 |
| 2021-03-31 | $798k | 8.3k | 96.24 |
| 2020-12-31 | $724k | 8.1k | 89.84 |
| 2020-09-30 | $720k | 7.9k | 91.68 |
| 2020-06-30 | $534k | 6.6k | 81.27 |
| 2020-03-31 | $610k | 6.7k | 90.49 |
| 2019-12-31 | $641k | 6.6k | 96.97 |