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 | $481k | 3.9k | 123.75 |
| 2025-06-30 | $459k | 3.9k | 118.00 |
| 2025-03-31 | $464k | 3.8k | 121.97 |
| 2024-12-31 | $437k | 4.1k | 107.74 |
| 2024-09-30 | $457k | 4.0k | 115.30 |
| 2024-06-30 | $386k | 3.9k | 100.23 |
| 2024-03-31 | $352k | 3.6k | 96.71 |
| 2023-12-31 | $267k | 2.8k | 97.04 |
| 2023-09-30 | $250k | 2.8k | 88.26 |
| 2023-06-30 | $229k | 2.6k | 89.74 |
| 2023-03-31 | $225k | 2.3k | 96.47 |
| 2022-12-31 | $210k | 2.0k | 102.99 |