Duke Energy shares owned by Holderness Investments
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Holderness Investments
from 13F filings
Historical chart of Holderness Investments investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Holderness Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 40k | 123.75 |
| 2025-06-30 | $4.8M | 41k | 118.00 |
| 2025-03-31 | $5.0M | 41k | 121.97 |
| 2024-12-31 | $4.4M | 41k | 107.74 |
| 2024-09-30 | $4.7M | 41k | 115.30 |
| 2024-06-30 | $4.1M | 41k | 100.23 |
| 2024-03-31 | $4.0M | 41k | 96.71 |
| 2023-09-30 | $3.5M | 40k | 88.26 |
| 2023-06-30 | $3.7M | 41k | 89.74 |
| 2023-03-31 | $3.9M | 41k | 96.47 |
| 2022-12-31 | $4.3M | 42k | 102.99 |
| 2022-09-30 | $3.9M | 42k | 93.03 |
| 2022-06-30 | $4.5M | 42k | 107.21 |
| 2022-03-31 | $4.8M | 43k | 111.67 |
| 2021-12-31 | $4.5M | 43k | 104.89 |
| 2021-09-30 | $4.2M | 43k | 97.60 |
| 2021-06-30 | $4.3M | 44k | 98.73 |
| 2021-03-31 | $4.2M | 44k | 96.53 |
| 2020-12-31 | $3.9M | 43k | 91.56 |
| 2020-09-30 | $3.9M | 44k | 88.56 |
| 2020-06-30 | $3.5M | 44k | 79.88 |
| 2020-03-31 | $3.3M | 41k | 80.88 |
| 2019-12-31 | $3.8M | 42k | 91.20 |
| 2019-09-30 | $3.9M | 41k | 95.86 |
| 2019-06-30 | $3.5M | 39k | 88.25 |
| 2019-03-31 | $3.3M | 37k | 89.99 |
| 2018-12-31 | $3.3M | 38k | 86.31 |
| 2018-09-30 | $3.0M | 38k | 80.02 |
| 2018-06-30 | $3.0M | 38k | 79.07 |
| 2018-03-31 | $2.9M | 38k | 77.47 |
| 2017-12-31 | $3.1M | 37k | 84.11 |
| 2017-09-30 | $3.1M | 37k | 83.92 |
| 2017-06-30 | $3.1M | 37k | 83.59 |
| 2017-03-31 | $3.0M | 36k | 82.02 |
| 2016-12-31 | $1.8M | 24k | 77.62 |
| 2016-09-30 | $1.9M | 24k | 80.06 |
| 2016-06-30 | $2.0M | 24k | 85.79 |
| 2016-03-31 | $2.0M | 24k | 80.68 |
| 2015-12-31 | $1.7M | 24k | 71.38 |
| 2015-09-30 | $1.8M | 25k | 71.96 |
| 2015-06-30 | $1.7M | 25k | 70.61 |
| 2015-03-31 | $1.8M | 24k | 76.77 |
| 2014-12-31 | $2.0M | 24k | 83.51 |
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