Duke Energy shares owned by Advisor OS
Historical chart of Advisor OS investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 16k | 123.74 |
| 2025-06-30 | $1.9M | 16k | 117.99 |
| 2025-03-31 | $1.7M | 14k | 121.97 |
| 2024-12-31 | $1.4M | 13k | 107.74 |
| 2024-09-30 | $1.4M | 12k | 115.30 |
| 2024-06-30 | $1.1M | 11k | 100.25 |
| 2024-03-31 | $911k | 9.4k | 96.71 |
| 2023-12-31 | $501k | 5.2k | 97.04 |
| 2023-09-30 | $350k | 4.0k | 88.26 |
| 2023-06-30 | $793k | 8.8k | 89.74 |
| 2023-03-31 | $1.2M | 13k | 96.47 |
| 2022-12-31 | $1.4M | 13k | 102.99 |
| 2022-09-30 | $900k | 9.7k | 93.02 |
| 2022-06-30 | $1.1M | 10k | 107.25 |
| 2022-03-31 | $810k | 6.5k | 125.00 |
| 2021-12-31 | $527k | 5.0k | 104.92 |
| 2021-09-30 | $433k | 4.4k | 97.66 |
| 2021-06-30 | $382k | 3.9k | 98.48 |
| 2021-03-31 | $0 | 2.2k | 0.00 |
| 2020-09-30 | $229k | 2.6k | 88.52 |
| 2020-06-30 | $426k | 5.3k | 79.81 |