Duke Energy shares owned by Adviser Investments
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 50k | 115.31 |
| 2024-06-30 | $822k | 8.2k | 100.24 |
| 2024-03-31 | $727k | 7.5k | 96.72 |
| 2023-12-31 | $739k | 7.6k | 97.03 |
| 2023-09-30 | $304k | 3.4k | 88.25 |
| 2023-03-31 | $259k | 2.7k | 96.48 |
| 2022-12-31 | $292k | 2.8k | 105.67 |
| 2022-09-30 | $267k | 2.9k | 93.13 |
| 2022-06-30 | $283k | 2.6k | 107.24 |
| 2022-03-31 | $289k | 2.6k | 111.80 |
| 2021-12-31 | $271k | 2.6k | 104.88 |
| 2021-09-30 | $242k | 2.5k | 97.54 |
| 2021-06-30 | $271k | 2.7k | 98.62 |
| 2021-03-31 | $256k | 2.7k | 96.39 |
| 2020-12-31 | $243k | 2.7k | 91.63 |
| 2020-09-30 | $235k | 2.6k | 88.75 |
| 2020-06-30 | $218k | 2.7k | 79.91 |
| 2020-03-31 | $218k | 2.7k | 80.86 |
| 2019-12-31 | $246k | 2.7k | 91.35 |
| 2019-09-30 | $258k | 2.7k | 95.95 |
| 2019-06-30 | $232k | 2.6k | 88.21 |
| 2019-03-31 | $236k | 2.6k | 89.87 |
| 2018-12-31 | $226k | 2.6k | 86.16 |
| 2018-09-30 | $242k | 3.0k | 80.13 |
| 2018-06-30 | $192k | 2.4k | 79.04 |
| 2018-03-31 | $52k | 670 | 77.61 |