Duke Energy shares owned by West Branch Capital
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Duke Energy
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Quarterly reported holdings in Duke Energy by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 1.7k | 123.75 |
| 2025-06-30 | $217k | 1.8k | 118.00 |
| 2025-03-31 | $241k | 2.0k | 121.97 |
| 2024-12-31 | $219k | 2.0k | 107.74 |
| 2024-09-30 | $235k | 2.0k | 115.30 |
| 2024-06-30 | $204k | 2.0k | 100.23 |
| 2024-03-31 | $196k | 2.0k | 96.71 |
| 2023-12-31 | $264k | 2.7k | 97.04 |
| 2023-09-30 | $251k | 2.8k | 88.26 |
| 2023-06-30 | $255k | 2.8k | 89.74 |
| 2023-03-31 | $278k | 2.9k | 96.47 |
| 2022-12-31 | $299k | 2.9k | 102.99 |
| 2022-09-30 | $270k | 2.9k | 92.88 |
| 2022-06-30 | $312k | 2.9k | 107.33 |
| 2022-03-31 | $310k | 2.8k | 111.51 |
| 2021-12-31 | $309k | 2.9k | 105.07 |
| 2021-09-30 | $303k | 3.1k | 97.52 |
| 2021-06-30 | $307k | 3.1k | 98.81 |
| 2021-03-31 | $300k | 3.1k | 96.56 |
| 2020-12-31 | $284k | 3.1k | 91.41 |
| 2020-09-30 | $263k | 3.0k | 88.55 |
| 2020-06-30 | $240k | 3.0k | 80.00 |
| 2020-03-31 | $242k | 3.0k | 80.91 |
| 2019-12-31 | $239k | 2.6k | 91.08 |
| 2019-09-30 | $337k | 3.5k | 95.93 |