Duke Energy shares owned by Allegiance Financial Group Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Allegiance Financial Group Advisory Services
from 13F filings
Historical chart of Allegiance Financial Group Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Allegiance Financial Group Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 2.6k | 123.73 |
| 2025-06-30 | $469k | 4.0k | 118.01 |
| 2025-03-31 | $292k | 2.4k | 121.96 |
| 2024-09-30 | $279k | 2.4k | 115.31 |
| 2024-06-30 | $243k | 2.4k | 100.23 |
| 2024-03-31 | $236k | 2.4k | 96.69 |
| 2023-12-31 | $235k | 2.4k | 97.05 |
| 2023-09-30 | $214k | 2.4k | 88.25 |
| 2023-06-30 | $217k | 2.4k | 89.73 |
| 2023-03-31 | $234k | 2.4k | 96.49 |
| 2022-12-31 | $249k | 2.4k | 103.00 |
More positions owned by Allegiance Financial Group Advisory Services
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