Duke Energy shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.7M | 59k | 96.71 |
| 2023-12-31 | $5.9M | 60k | 97.04 |
| 2023-09-30 | $5.4M | 61k | 88.26 |
| 2023-06-30 | $5.4M | 60k | 89.74 |
| 2023-03-31 | $6.0M | 63k | 96.47 |
| 2022-12-31 | $6.6M | 64k | 102.99 |
| 2022-09-30 | $6.0M | 64k | 93.02 |
| 2022-06-30 | $6.8M | 63k | 107.21 |
| 2022-03-31 | $7.0M | 63k | 111.65 |
| 2021-12-31 | $6.7M | 64k | 104.91 |
| 2021-09-30 | $6.3M | 65k | 97.59 |
| 2021-06-30 | $6.2M | 63k | 98.71 |
| 2021-03-31 | $6.1M | 63k | 96.53 |
| 2020-12-31 | $5.5M | 60k | 91.56 |
| 2020-09-30 | $5.1M | 58k | 88.56 |
| 2020-06-30 | $4.6M | 57k | 79.89 |
| 2020-03-31 | $3.9M | 48k | 80.89 |
| 2019-12-31 | $4.7M | 51k | 91.21 |
| 2019-09-30 | $5.0M | 52k | 95.86 |
| 2019-06-30 | $4.6M | 52k | 88.24 |
| 2019-03-31 | $4.4M | 48k | 90.00 |
| 2018-12-31 | $4.2M | 49k | 86.31 |
| 2018-09-30 | $3.9M | 49k | 80.02 |
| 2018-06-30 | $3.9M | 49k | 79.07 |
| 2018-03-31 | $3.8M | 48k | 77.48 |
| 2017-12-31 | $3.8M | 46k | 84.11 |
| 2017-09-30 | $3.7M | 44k | 83.93 |
| 2017-06-30 | $3.8M | 46k | 83.60 |
| 2017-03-31 | $3.8M | 46k | 82.01 |
| 2016-12-31 | $3.5M | 45k | 77.63 |
| 2016-09-30 | $3.7M | 47k | 80.04 |
| 2016-06-30 | $3.9M | 46k | 85.79 |
| 2016-03-31 | $3.6M | 45k | 80.68 |
| 2015-12-31 | $3.1M | 44k | 71.40 |
| 2015-09-30 | $3.2M | 44k | 71.94 |
| 2015-06-30 | $3.1M | 44k | 70.62 |
| 2015-03-31 | $3.7M | 44k | 83.55 |
| 2014-12-31 | $3.7M | 44k | 83.55 |
| 2014-09-30 | $3.3M | 45k | 74.76 |
| 2014-06-30 | $3.3M | 45k | 74.19 |
| 2014-03-31 | $3.2M | 45k | 71.22 |
| 2013-12-31 | $3.1M | 45k | 69.01 |
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