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Duke Energy shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company investment in Duke Energy

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Quarterly reported holdings in Duke Energy by Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 19k 123.75
2025-06-30 $2.2M 19k 118.00
2025-03-31 $2.2M 18k 121.97
2024-12-31 $2.2M 20k 107.74
2024-09-30 $2.4M 21k 115.30
2024-06-30 $2.3M 23k 100.23
2024-03-31 $2.2M 23k 96.71
2023-12-31 $2.1M 22k 97.04
2023-09-30 $1.9M 22k 88.26
2023-06-30 $1.9M 21k 89.74
2023-03-31 $2.0M 21k 96.47
2022-12-31 $2.2M 21k 102.99
2022-09-30 $1.9M 21k 93.03
2022-06-30 $2.2M 21k 107.22
2022-03-31 $2.3M 21k 111.64
2021-12-31 $2.1M 20k 104.89
2021-09-30 $2.0M 21k 97.61
2021-06-30 $2.1M 22k 98.72
2021-03-31 $2.1M 22k 96.52
2020-12-31 $2.0M 22k 91.54
2020-09-30 $1.8M 21k 88.55
2020-06-30 $1.7M 21k 79.88
2020-03-31 $1.7M 21k 80.89
2019-12-31 $1.8M 19k 91.23
2019-09-30 $1.8M 19k 95.88
2019-06-30 $1.7M 19k 88.25
2019-03-31 $1.7M 19k 89.98
2018-12-31 $1.7M 19k 86.31
2018-09-30 $1.6M 19k 80.00
2018-06-30 $1.5M 19k 79.08
2018-03-31 $1.5M 20k 77.47
2017-12-31 $1.7M 20k 84.13
2017-09-30 $1.6M 20k 83.92
2017-06-30 $1.6M 20k 83.59
2017-03-31 $1.6M 20k 82.01
2016-12-31 $1.5M 20k 77.72
2016-09-30 $1.6M 19k 80.02
2016-06-30 $1.7M 19k 85.79

More positions owned by Nicholas Hoffman & Company

Vanguard S&p 500 Etf Etf (VOO)
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Vanguard Dividend Appreciation Etf Etf (VIG)
Intuit Stock (INTU)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Vanguard Total Stock Market Etf Etf (VTI)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for Nicholas Hoffman & Company

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy