Duke Energy shares owned by Klingman & Associates
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 2.3k | 123.75 |
| 2023-06-30 | $219k | 2.4k | 89.74 |
| 2023-03-31 | $249k | 2.6k | 96.47 |
| 2022-12-31 | $259k | 2.5k | 102.99 |
| 2022-09-30 | $228k | 2.4k | 93.14 |
| 2022-06-30 | $269k | 2.5k | 107.17 |
| 2022-03-31 | $297k | 2.7k | 111.49 |
| 2021-12-31 | $252k | 2.4k | 104.78 |
| 2021-09-30 | $231k | 2.4k | 97.51 |
| 2021-06-30 | $234k | 2.4k | 98.78 |
| 2021-03-31 | $233k | 2.4k | 96.60 |
| 2016-09-30 | $25k | 311 | 80.39 |
| 2016-06-30 | $27k | 311 | 86.82 |
| 2016-03-31 | $25k | 311 | 80.39 |
| 2015-12-31 | $22k | 311 | 70.74 |
| 2015-09-30 | $22k | 311 | 70.74 |
| 2015-06-30 | $22k | 311 | 70.74 |
| 2015-03-31 | $24k | 311 | 77.17 |