Duke Energy shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $39k | 330 | 118.00 |
| 2025-03-31 | $40k | 330 | 121.97 |
| 2024-12-31 | $36k | 330 | 107.74 |