Duke Energy shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $836k | 6.8k | 123.75 |
| 2025-06-30 | $785k | 6.7k | 118.00 |
| 2025-03-31 | $822k | 6.7k | 121.96 |
| 2024-12-31 | $748k | 6.9k | 107.75 |
| 2024-09-30 | $777k | 6.7k | 115.31 |
| 2024-06-30 | $675k | 6.7k | 100.23 |
| 2024-03-31 | $527k | 5.5k | 96.71 |