Duke Energy shares owned by AA Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.5k | 123.75 |
| 2025-06-30 | $870k | 7.4k | 117.99 |
| 2025-03-31 | $765k | 6.3k | 121.96 |
| 2024-12-31 | $656k | 6.1k | 107.75 |
| 2024-09-30 | $614k | 5.3k | 115.30 |
| 2024-06-30 | $499k | 5.0k | 100.23 |
| 2024-03-31 | $414k | 4.3k | 96.71 |