Duke Energy shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $208k | 2.0k | 105.16 |
| 2021-09-30 | $126k | 1.3k | 97.37 |
| 2021-06-30 | $125k | 1.3k | 98.89 |
| 2021-03-31 | $126k | 1.3k | 96.48 |
| 2020-12-31 | $116k | 1.3k | 91.77 |
| 2020-09-30 | $103k | 1.2k | 88.49 |
| 2020-06-30 | $98k | 1.2k | 79.67 |
| 2020-03-31 | $128k | 1.6k | 81.17 |
| 2019-12-31 | $141k | 1.5k | 91.44 |
| 2019-09-30 | $101k | 1.1k | 95.64 |
| 2019-06-30 | $93k | 1.1k | 88.07 |
| 2019-03-31 | $95k | 1.1k | 89.96 |
| 2018-12-31 | $155k | 1.8k | 86.50 |
| 2018-09-30 | $131k | 1.6k | 79.98 |
| 2018-06-30 | $84k | 1.1k | 79.55 |
| 2018-03-31 | $106k | 1.4k | 77.83 |
| 2017-12-31 | $193k | 2.3k | 84.17 |
| 2017-09-30 | $196k | 2.3k | 83.90 |
| 2017-06-30 | $220k | 2.6k | 83.49 |
| 2017-03-31 | $218k | 2.7k | 81.83 |
| 2016-12-31 | $253k | 3.3k | 77.66 |
| 2016-09-30 | $249k | 3.1k | 79.91 |
| 2016-06-30 | $267k | 3.1k | 85.69 |
| 2016-03-31 | $246k | 3.1k | 80.66 |
| 2015-12-31 | $288k | 4.0k | 71.39 |
| 2015-09-30 | $220k | 3.1k | 71.78 |
| 2015-06-30 | $216k | 3.1k | 70.47 |
| 2015-03-31 | $325k | 4.2k | 76.69 |