Duke Energy shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $246k | 1.9k | 126.60 |
| 2026-03-31 | $246k | 1.9k | 130.97 |
| 2025-12-31 | $250k | 2.1k | 117.18 |
| 2025-09-30 | $289k | 2.3k | 123.75 |
| 2025-06-30 | $281k | 2.4k | 118.02 |
| 2025-03-31 | $325k | 2.7k | 121.95 |
| 2024-12-31 | $263k | 2.4k | 107.73 |
| 2024-09-30 | $280k | 2.4k | 115.29 |
| 2024-06-30 | $251k | 2.5k | 100.23 |
| 2024-03-31 | $246k | 2.5k | 96.71 |
| 2023-12-31 | $238k | 2.5k | 97.03 |
| 2022-06-30 | $218k | 2.0k | 107.22 |