Duke Energy shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 1.7k | 123.77 |
| 2025-03-31 | $200k | 1.6k | 121.96 |
| 2024-03-31 | $168k | 1.7k | 96.73 |
| 2023-12-31 | $208k | 2.1k | 97.03 |
| 2023-09-30 | $238k | 2.7k | 88.25 |
| 2023-06-30 | $230k | 2.6k | 89.75 |
| 2023-03-31 | $269k | 2.8k | 96.46 |
| 2022-12-31 | $287k | 2.8k | 102.98 |
| 2022-09-30 | $281k | 3.0k | 93.11 |
| 2022-06-30 | $323k | 3.0k | 107.20 |
| 2022-03-31 | $336k | 3.0k | 111.67 |
| 2021-12-31 | $331k | 3.2k | 105.01 |
| 2021-09-30 | $329k | 3.4k | 97.63 |
| 2021-06-30 | $354k | 3.6k | 98.80 |
| 2021-03-31 | $388k | 3.9k | 100.57 |
| 2020-12-31 | $360k | 3.9k | 91.67 |
| 2020-09-30 | $280k | 3.2k | 88.52 |
| 2020-06-30 | $252k | 3.2k | 79.80 |
| 2020-03-31 | $263k | 3.3k | 80.92 |
| 2019-12-31 | $283k | 3.1k | 91.14 |
| 2019-09-30 | $384k | 4.0k | 95.98 |
| 2019-06-30 | $335k | 3.8k | 88.37 |
| 2019-03-31 | $351k | 3.9k | 90.02 |
| 2018-12-31 | $393k | 4.6k | 86.22 |
| 2018-09-30 | $336k | 4.2k | 79.94 |
| 2018-06-30 | $337k | 4.3k | 79.09 |
| 2018-03-31 | $330k | 4.3k | 77.48 |
| 2017-12-31 | $365k | 4.3k | 84.06 |
| 2017-09-30 | $375k | 4.5k | 83.87 |
| 2017-06-30 | $381k | 4.6k | 83.63 |
| 2017-03-31 | $448k | 5.4k | 82.50 |
| 2016-12-31 | $415k | 5.3k | 77.60 |
| 2016-09-30 | $421k | 5.3k | 80.02 |
| 2016-06-30 | $459k | 5.3k | 85.83 |
| 2016-03-31 | $434k | 5.4k | 80.59 |
| 2015-12-31 | $428k | 6.0k | 71.42 |
| 2015-09-30 | $408k | 5.7k | 71.93 |
| 2015-06-30 | $401k | 5.7k | 70.70 |
| 2015-03-31 | $411k | 5.4k | 76.75 |
| 2014-12-31 | $209k | 2.5k | 83.70 |