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Duke Energy shares owned by Soltis Investment Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Soltis Investment Advisors from 13F filings

Historical chart of Soltis Investment Advisors investment in Duke Energy

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All positions including Duke Energy held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 68k 96.71
2023-12-31 $6.3M 65k 97.04
2023-09-30 $6.1M 69k 88.26
2023-06-30 $5.8M 65k 89.74
2023-03-31 $5.3M 55k 96.47
2022-12-31 $4.8M 47k 102.99
2022-09-30 $3.6M 39k 93.03
2022-06-30 $3.6M 33k 107.21
2022-03-31 $3.0M 27k 111.65
2021-12-31 $2.2M 21k 104.88
2021-09-30 $1.9M 19k 97.60
2021-06-30 $1.8M 18k 98.73
2021-03-31 $1.5M 15k 96.51
2020-12-31 $1.1M 12k 91.56
2020-09-30 $829k 9.4k 88.58
2020-06-30 $651k 8.2k 79.85
2020-03-31 $425k 5.3k 80.95
2019-12-31 $407k 4.5k 91.15