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Duke Energy shares owned by Addison Advisors

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

Historical chart of Addison Advisors investment in Duke Energy

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Quarterly reported holdings in Duke Energy by Addison Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $158k 1.3k 123.75
2025-06-30 $175k 1.5k 118.00
2025-03-31 $106k 870 121.97
2024-12-31 $118k 1.1k 107.75
2024-09-30 $119k 1.0k 115.30
2024-06-30 $104k 1.0k 100.23
2024-03-31 $100k 1.0k 96.71
2023-12-31 $100k 1.0k 97.04
2023-09-30 $91k 1.0k 88.26
2023-06-30 $93k 1.0k 89.74
2023-03-31 $100k 1.0k 96.47
2022-12-31 $110k 1.1k 103.00
2022-09-30 $111k 1.2k 92.73
2022-06-30 $137k 1.3k 107.45
2022-03-31 $142k 1.3k 111.37
2021-12-31 $134k 1.3k 105.18
2021-09-30 $111k 1.1k 97.88
2021-06-30 $112k 1.1k 98.77
2020-12-31 $80k 873 91.64