Duke Energy shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 522k | 123.75 |
| 2025-06-30 | $44M | 376k | 118.01 |
| 2025-03-31 | $43M | 350k | 121.96 |
| 2024-12-31 | $35M | 307k | 114.06 |
| 2024-09-30 | $40M | 346k | 115.41 |
| 2024-03-31 | $39M | 407k | 96.79 |
| 2023-12-31 | $67M | 690k | 97.11 |
| 2023-09-30 | $83M | 940k | 88.31 |
| 2023-06-30 | $19M | 1.7M | 11.16 |
| 2023-03-31 | $60M | 622k | 96.57 |
| 2022-12-31 | $60M | 580k | 103.08 |
| 2022-09-30 | $50M | 536k | 93.11 |
| 2022-06-30 | $55M | 512k | 107.32 |
| 2022-03-31 | $49M | 439k | 111.76 |
| 2021-12-31 | $47M | 444k | 104.95 |
| 2021-09-30 | $42M | 430k | 97.67 |
| 2021-06-30 | $39M | 392k | 98.81 |
| 2021-03-31 | $39M | 408k | 96.61 |
| 2020-12-31 | $38M | 412k | 91.66 |
| 2020-09-30 | $34M | 388k | 88.67 |
| 2020-06-30 | $29M | 365k | 79.97 |
| 2020-03-31 | $48M | 586k | 80.94 |