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Duke Energy shares owned by Advocate Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Advocate Group from 13F filings

Historical chart of Advocate Group investment in Duke Energy

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All positions including Duke Energy held by Advocate Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Advocate Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 82k 96.71
2023-12-31 $6.9M 71k 97.04
2023-09-30 $6.1M 69k 88.26
2023-06-30 $5.8M 65k 89.74
2023-03-31 $6.3M 66k 96.47
2022-12-31 $7.7M 75k 102.99
2022-09-30 $7.5M 80k 93.02
2022-06-30 $8.9M 83k 107.21