Duke Energy shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 3.5k | 123.75 |
| 2025-06-30 | $415k | 3.5k | 118.00 |
| 2025-03-31 | $425k | 3.5k | 121.97 |
| 2024-12-31 | $382k | 3.5k | 107.74 |
| 2024-09-30 | $464k | 4.0k | 115.30 |
| 2024-06-30 | $362k | 3.6k | 100.23 |
| 2024-03-31 | $376k | 3.9k | 96.71 |
| 2023-12-31 | $384k | 4.0k | 97.04 |
| 2023-09-30 | $376k | 4.3k | 88.26 |
| 2023-06-30 | $382k | 4.3k | 89.74 |
| 2023-03-31 | $411k | 4.3k | 96.47 |
| 2022-12-31 | $452k | 4.4k | 102.99 |
| 2022-09-30 | $420k | 4.5k | 92.92 |
| 2022-06-30 | $495k | 4.6k | 107.14 |
| 2022-03-31 | $518k | 4.6k | 111.57 |
| 2021-12-31 | $462k | 4.4k | 104.95 |
| 2021-09-30 | $431k | 4.4k | 97.69 |
| 2021-06-30 | $450k | 4.6k | 98.73 |
| 2021-03-31 | $437k | 4.5k | 96.60 |
| 2020-12-31 | $363k | 4.0k | 91.64 |