Duke Energy shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.3M | 38k | 88.26 |
| 2023-06-30 | $3.2M | 36k | 89.74 |
| 2023-03-31 | $3.2M | 33k | 96.47 |
| 2022-12-31 | $3.6M | 35k | 102.99 |
| 2022-09-30 | $3.1M | 34k | 93.03 |
| 2022-06-30 | $3.6M | 34k | 107.22 |
| 2022-03-31 | $3.8M | 34k | 111.68 |
| 2021-12-31 | $3.3M | 31k | 104.91 |
| 2021-09-30 | $3.0M | 31k | 97.60 |
| 2021-06-30 | $3.0M | 30k | 98.71 |
| 2020-12-31 | $3.4M | 37k | 91.57 |
| 2019-12-31 | $3.7M | 41k | 91.20 |
| 2019-09-30 | $4.1M | 43k | 95.85 |
| 2019-06-30 | $4.0M | 45k | 88.24 |
| 2019-03-31 | $4.3M | 48k | 90.01 |
| 2018-12-31 | $4.1M | 47k | 86.29 |
| 2018-09-30 | $3.7M | 46k | 80.03 |
| 2018-06-30 | $2.0M | 25k | 79.10 |
| 2018-03-31 | $3.3M | 43k | 77.48 |
| 2017-12-31 | $3.3M | 39k | 84.11 |
| 2017-09-30 | $3.3M | 39k | 83.93 |
| 2017-06-30 | $2.8M | 34k | 83.58 |
| 2017-03-31 | $2.5M | 31k | 82.01 |
| 2016-12-31 | $2.2M | 28k | 77.62 |
| 2016-09-30 | $2.3M | 29k | 80.03 |
| 2016-06-30 | $2.6M | 30k | 85.81 |
| 2016-03-31 | $2.7M | 33k | 80.68 |
| 2015-12-31 | $2.5M | 34k | 71.38 |
| 2015-09-30 | $2.4M | 34k | 71.91 |
| 2015-06-30 | $2.2M | 32k | 70.61 |
| 2015-03-31 | $2.6M | 34k | 76.79 |
| 2014-12-31 | $2.9M | 35k | 83.54 |
| 2014-09-30 | $2.7M | 36k | 74.77 |
| 2014-06-30 | $2.6M | 35k | 74.19 |
| 2014-03-31 | $1.1M | 15k | 71.25 |
| 2013-12-31 | $266k | 3.9k | 69.07 |
| 2013-09-30 | $355k | 5.3k | 66.84 |
| 2013-06-30 | $404k | 6.0k | 67.58 |