Bartlett & Co. LLC’s Duke Energy Corp New Position
Does Bartlett & Co. LLC own Duke Energy Corp New (DUK)? Yes — 615.0K shares worth $60M (+0.97% of its 13F portfolio) as of Q4 2023, up from 609.5K shares the prior filed quarter.
Position Value
$60M
Q4 2023
Shares
615.0K
% of Portfolio
+0.97%
Quarters Held
19
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 615.0K | $60M | +0.97% |
| Q3 2023 | 609.5K | $54M | +0.97% |
| Q2 2023 | 602.5K | $54M | +0.94% |
| Q1 2023 | 536.4K | $52M | +1.00% |
| Q4 2022 | 513.3K | $53M | +1.06% |
| Q3 2022 | 513.5K | $48M | +1.03% |
| Q2 2022 | 520.9K | $56M | +1.13% |
| Q1 2022 | 568.1K | $63M | +1.11% |
| Q3 2021 | 578.1K | $56M | +1.08% |
| Q2 2021 | 584.2K | $58M | +1.10% |
| Q1 2021 | 578.9K | $56M | +1.12% |
| Q4 2020 | 560.3K | $51M | +1.09% |
| Q3 2020 | 550.2K | $49M | +1.14% |
| Q2 2020 | 437.8K | $35M | +0.91% |
| Q1 2020 | 374.1K | $30M | +0.92% |
| Q3 2019 | 419.8K | $40M | +1.06% |
| Q2 2019 | 383.3K | $34M | +1.26% |
| Q1 2019 | 380.5K | $34M | +1.31% |
| Q4 2018 | 377.2K | $33M | +1.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of DUK.