Trust »

Duke Energy shares owned by Trust

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

Historical chart of Trust investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 100 123.75
2025-06-30 $12k 100 118.00
2020-09-30 $19k 215 88.37
2020-06-30 $17k 215 79.07
2020-03-31 $17k 215 79.07
2019-12-31 $20k 215 93.02
2019-09-30 $21k 215 97.67
2019-06-30 $19k 215 88.37
2019-03-31 $19k 215 88.37
2018-12-31 $19k 215 88.37
2018-09-30 $17k 215 79.07
2018-06-30 $17k 215 79.07
2018-03-31 $17k 215 79.07
2017-12-31 $18k 215 83.72
2017-09-30 $18k 215 83.72
2017-06-30 $29k 345 84.06
2017-03-31 $28k 345 81.16
2016-12-31 $10k 130 76.92
2016-09-30 $10k 130 76.92
2016-06-30 $11k 130 84.62
2015-09-30 $13k 176 73.86