Duke Energy shares owned by Roxbury Financial
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 10k | 123.75 |
| 2025-06-30 | $1.2M | 10k | 118.00 |
| 2025-03-31 | $1.2M | 10k | 117.49 |
| 2024-12-31 | $1.2M | 11k | 117.06 |