Duke Energy shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $402k | 3.4k | 117.21 |
| 2025-09-30 | $416k | 3.4k | 123.75 |
| 2025-06-30 | $394k | 3.3k | 118.00 |
| 2025-03-31 | $397k | 3.3k | 121.97 |
| 2018-03-31 | $17k | 222 | 76.58 |
| 2017-12-31 | $19k | 222 | 85.59 |
More positions owned by Holistic Financial Partners
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