Duke Energy shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17k | 175 | 96.71 |
| 2023-12-31 | $17k | 175 | 97.04 |
| 2023-09-30 | $15k | 175 | 88.26 |
| 2023-06-30 | $17k | 175 | 96.47 |
| 2023-03-31 | $17k | 175 | 97.14 |
| 2022-12-31 | $18k | 175 | 102.86 |
| 2022-09-30 | $16k | 175 | 91.43 |
| 2022-06-30 | $19k | 175 | 108.57 |
| 2022-03-31 | $20k | 175 | 114.29 |
| 2021-12-31 | $18k | 175 | 102.86 |
| 2021-09-30 | $17k | 175 | 97.14 |
| 2021-06-30 | $17k | 175 | 97.14 |
| 2021-03-31 | $17k | 175 | 97.14 |
| 2020-12-31 | $16k | 175 | 91.43 |
| 2020-09-30 | $22k | 250 | 88.00 |
| 2020-06-30 | $20k | 250 | 80.00 |
| 2020-03-31 | $41k | 509 | 80.55 |
| 2019-12-31 | $46k | 509 | 90.37 |
| 2019-09-30 | $49k | 509 | 96.27 |
| 2019-06-30 | $45k | 509 | 88.41 |
| 2019-03-31 | $46k | 509 | 90.37 |
| 2018-12-31 | $44k | 509 | 86.44 |
| 2018-09-30 | $41k | 509 | 80.55 |
| 2018-06-30 | $40k | 509 | 78.59 |
| 2018-03-31 | $39k | 509 | 76.62 |
| 2017-12-31 | $43k | 509 | 84.48 |
| 2017-09-30 | $43k | 509 | 84.48 |
| 2017-06-30 | $8.0k | 100 | 80.00 |
| 2017-03-31 | $8.0k | 100 | 80.00 |
| 2016-12-31 | $8.0k | 100 | 80.00 |
| 2016-09-30 | $8.0k | 100 | 80.00 |
| 2016-06-30 | $9.0k | 100 | 90.00 |
| 2016-03-31 | $8.0k | 100 | 80.00 |
| 2015-12-31 | $7.0k | 100 | 70.00 |
| 2015-09-30 | $7.0k | 100 | 70.00 |
| 2015-06-30 | $7.0k | 100 | 70.00 |
| 2015-03-31 | $8.0k | 100 | 80.00 |
| 2014-12-31 | $8.0k | 100 | 80.00 |
| 2014-09-30 | $7.0k | 100 | 70.00 |
| 2014-06-30 | $7.0k | 100 | 70.00 |
| 2014-03-31 | $7.0k | 100 | 70.00 |
| 2013-12-31 | $7.0k | 100 | 70.00 |