Brookstone Capital Management »

Duke Energy shares owned by Brookstone Capital Management

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

Historical chart of Brookstone Capital Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Brookstone Capital Management 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 Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 119k 96.71
2023-12-31 $14M 148k 97.04
2023-09-30 $13M 153k 87.78
2023-06-30 $12M 128k 89.77
2023-03-31 $2.3M 24k 98.41
2022-12-31 $2.3M 22k 105.18
2022-09-30 $1.8M 21k 85.98
2022-06-30 $2.1M 20k 105.90
2022-03-31 $2.2M 19k 114.25
2021-12-31 $2.0M 19k 104.50
2021-09-30 $2.0M 20k 100.70
2021-06-30 $6.3M 62k 101.52
2021-03-31 $4.9M 51k 96.52
2020-12-31 $4.5M 49k 91.56
2020-09-30 $4.3M 48k 88.56
2020-06-30 $1.3M 16k 79.91
2020-03-31 $1.3M 17k 80.89
2019-12-31 $4.4M 49k 91.21
2019-09-30 $3.8M 40k 95.87
2019-06-30 $2.8M 32k 88.24
2019-03-31 $2.4M 27k 90.02
2018-12-31 $1.9M 22k 86.30
2018-09-30 $1.5M 19k 80.01
2018-06-30 $1.5M 19k 79.09
2018-03-31 $1.5M 20k 77.47
2017-12-31 $1.3M 16k 84.09
2017-09-30 $6.0M 72k 83.92
2017-06-30 $6.3M 76k 83.59
2017-03-31 $6.5M 79k 82.01
2016-12-31 $5.7M 73k 77.61
2016-09-30 $4.8M 60k 80.09
2016-06-30 $4.5M 52k 85.78
2016-03-31 $3.5M 44k 80.55
2015-12-31 $528k 7.4k 71.41
2015-09-30 $278k 3.9k 72.04
2015-06-30 $200k 2.8k 70.52
2015-03-31 $217k 2.8k 76.81
2014-12-31 $258k 3.1k 83.58
2014-09-30 $231k 3.1k 74.81

More positions owned by Brookstone Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Northern Lts Fd Tr Iv Brookstone Value (BAMV)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Brookstone Capital Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
FMR
Northern Trust
American Century Companies
Federated Investors

View all funds holding Duke Energy