Duke Energy shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 40k | 123.75 |
| 2025-06-30 | $4.7M | 40k | 118.00 |
| 2024-12-31 | $4.0M | 37k | 107.74 |
| 2024-09-30 | $4.0M | 35k | 115.30 |
| 2024-06-30 | $3.3M | 33k | 100.23 |
| 2024-03-31 | $3.0M | 31k | 96.71 |
| 2023-12-31 | $1.2M | 13k | 97.04 |
| 2023-09-30 | $1.0M | 12k | 88.26 |
| 2023-06-30 | $1.0M | 12k | 89.74 |
| 2016-06-30 | $250k | 2.9k | 85.82 |
More positions owned by Occidental Asset Management
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