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Duke Energy shares owned by Invst

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

Historical chart of Invst investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Invst

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 2.7k 117.21
2025-09-30 $326k 2.6k 123.77
2025-06-30 $331k 2.8k 118.01
2025-03-31 $341k 2.8k 121.96
2024-12-31 $329k 3.1k 107.74
2024-09-30 $298k 2.6k 115.30
2024-06-30 $215k 2.2k 99.35
2022-03-31 $201k 1.8k 110.87