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Duke Energy shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Duke Energy

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All positions including Duke Energy held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 8.9k 115.30
2024-06-30 $1.2M 12k 100.23
2023-12-31 $200k 2.1k 97.04