Duke Energy shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 4.0k | 122.38 |
| 2025-06-30 | $468k | 4.0k | 117.99 |
| 2025-03-31 | $464k | 4.0k | 115.31 |
| 2024-12-31 | $429k | 4.0k | 107.83 |
| 2024-09-30 | $464k | 4.0k | 115.31 |
| 2024-06-30 | $403k | 4.1k | 99.36 |