Duke Energy shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $226k | 1.9k | 117.18 |
| 2023-12-31 | $138k | 1.4k | 97.04 |
| 2022-06-30 | $83k | 778 | 107.21 |
| 2022-03-31 | $73k | 648 | 112.82 |
| 2021-12-31 | $68k | 644 | 105.59 |
| 2021-09-30 | $63k | 644 | 97.83 |
| 2021-06-30 | $67k | 679 | 98.67 |
| 2021-03-31 | $65k | 679 | 95.73 |
| 2020-12-31 | $59k | 644 | 91.61 |
| 2020-09-30 | $57k | 644 | 88.51 |
| 2020-06-30 | $51k | 644 | 79.19 |
More positions owned by Rockbridge Investment Management, LCC
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