Duke Energy shares owned by Tilia Fiduciary Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Tilia Fiduciary Partners
from 13F filings
Historical chart of Tilia Fiduciary Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Tilia Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 2.3k | 123.76 |
| 2025-06-30 | $280k | 2.4k | 118.00 |
| 2025-03-31 | $288k | 2.4k | 121.97 |
| 2024-12-31 | $254k | 2.4k | 107.74 |
| 2024-09-30 | $272k | 2.4k | 115.28 |
| 2024-06-30 | $221k | 2.2k | 100.24 |
| 2024-03-31 | $213k | 2.2k | 96.73 |
| 2023-12-31 | $248k | 2.6k | 97.05 |
| 2023-09-30 | $240k | 2.7k | 88.27 |
| 2023-06-30 | $300k | 3.3k | 89.75 |
| 2023-03-31 | $341k | 3.5k | 96.48 |
| 2022-12-31 | $363k | 3.5k | 102.98 |
| 2022-09-30 | $315k | 3.5k | 89.57 |
| 2022-06-30 | $401k | 3.7k | 107.65 |
| 2022-03-31 | $441k | 3.9k | 111.67 |
| 2021-12-31 | $398k | 3.8k | 104.85 |
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