Duke Energy shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.8M | 32k | 88.26 |
| 2023-06-30 | $3.0M | 33k | 89.74 |
| 2023-03-31 | $3.1M | 33k | 96.47 |
| 2022-12-31 | $3.4M | 33k | 102.99 |
| 2022-09-30 | $2.5M | 27k | 93.01 |
| 2022-06-30 | $3.0M | 28k | 107.21 |
| 2022-03-31 | $3.0M | 27k | 111.67 |
| 2021-12-31 | $2.8M | 29k | 97.60 |
| 2021-09-30 | $2.8M | 29k | 97.60 |
| 2021-06-30 | $2.8M | 28k | 98.71 |
| 2021-03-31 | $2.7M | 28k | 96.52 |
| 2020-12-31 | $3.2M | 35k | 91.57 |
| 2020-09-30 | $2.7M | 31k | 88.57 |
| 2020-06-30 | $2.5M | 31k | 79.88 |
| 2020-03-31 | $2.6M | 32k | 80.87 |
| 2019-12-31 | $3.0M | 33k | 91.23 |
| 2019-09-30 | $3.2M | 33k | 95.85 |
| 2019-06-30 | $3.0M | 34k | 88.24 |
| 2019-03-31 | $2.9M | 33k | 89.99 |
| 2018-12-31 | $2.8M | 33k | 86.29 |
| 2018-09-30 | $2.6M | 33k | 80.02 |
| 2018-06-30 | $2.6M | 33k | 79.07 |
| 2018-03-31 | $2.6M | 33k | 77.47 |
| 2017-12-31 | $2.7M | 32k | 84.10 |
| 2017-06-30 | $2.8M | 33k | 83.60 |
| 2017-03-31 | $2.8M | 34k | 82.01 |
| 2016-12-31 | $2.6M | 34k | 77.63 |
| 2016-09-30 | $2.2M | 27k | 80.06 |
| 2016-06-30 | $2.3M | 27k | 85.79 |
| 2016-03-31 | $2.2M | 28k | 80.69 |
| 2015-12-31 | $2.0M | 28k | 71.38 |
| 2015-09-30 | $2.0M | 28k | 71.94 |
| 2015-06-30 | $2.0M | 29k | 70.63 |
| 2015-03-31 | $2.0M | 26k | 76.77 |
| 2014-12-31 | $2.1M | 25k | 83.52 |
| 2014-09-30 | $1.9M | 26k | 74.78 |
| 2014-06-30 | $1.9M | 26k | 74.20 |
| 2014-03-31 | $1.9M | 27k | 71.21 |
| 2013-12-31 | $1.8M | 26k | 69.02 |