Duke Energy shares owned by Optimize Financial
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.1k | 123.75 |
| 2025-06-30 | $256k | 2.2k | 118.00 |
| 2025-03-31 | $266k | 2.2k | 121.97 |