BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in DUK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $69,466,967 | 592,671 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $72,847,541 | 588,667 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $69,584,718 | 589,701 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $72,011,088 | 590,400 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $65,954,333 | 612,162 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $71,456,137 | 619,741 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $62,574,992 | 624,314 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $60,716,278 | 627,818 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $59,675,427 | 614,957 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $53,797,294 | 609,532 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $54,066,285 | 602,477 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $51,746,315 | 536,398 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $52,868,989 | 513,341 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $47,766,979 | 513,513 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $55,847,404 | 520,916 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $63,437,060 | 568,127 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $60,902,842 | 580,580 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $56,416,388 | 578,096 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $57,670,447 | 584,182 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $55,879,575 | 578,883 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $51,300,976 | 560,299 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $48,728,988 | 550,237 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $34,977,359 | 437,819 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $30,258,906 | 374,121 | Shares | Sole | 2024-02-13 |