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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Quarterly reported holdings in Duke Energy by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.5M | 42k | 130.94 |
| 2025-12-31 | $5.0M | 43k | 117.21 |
| 2025-09-30 | $3.2M | 26k | 123.75 |
| 2025-06-30 | $2.8M | 24k | 118.00 |
| 2025-03-31 | $2.6M | 22k | 121.97 |
| 2024-12-31 | $2.1M | 20k | 107.74 |
| 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 |
More positions owned by Pensionmark Financial Group
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