Duke Energy shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 207k | 123.75 |
| 2025-06-30 | $23M | 193k | 118.00 |
| 2025-03-31 | $19M | 159k | 121.97 |
| 2024-12-31 | $14M | 133k | 107.74 |
| 2024-09-30 | $12M | 107k | 115.30 |
| 2024-06-30 | $9.2M | 92k | 100.23 |
| 2024-03-31 | $7.2M | 75k | 96.71 |
| 2023-09-30 | $1.4M | 15k | 88.26 |
| 2023-06-30 | $1.1M | 13k | 89.74 |
| 2023-03-31 | $1.3M | 14k | 96.47 |
| 2022-12-31 | $1.4M | 14k | 102.99 |
| 2022-09-30 | $1.3M | 14k | 93.05 |
| 2022-06-30 | $1.3M | 12k | 107.23 |
| 2022-03-31 | $1.0M | 9.3k | 111.68 |
| 2021-12-31 | $865k | 8.2k | 104.89 |
| 2021-09-30 | $733k | 7.5k | 97.58 |
| 2021-06-30 | $750k | 7.6k | 98.75 |
| 2021-03-31 | $504k | 5.2k | 96.44 |
| 2020-12-31 | $474k | 5.2k | 91.36 |
| 2020-09-30 | $444k | 5.0k | 88.45 |
| 2020-06-30 | $407k | 5.1k | 79.87 |
| 2020-03-31 | $412k | 5.1k | 80.85 |
| 2019-12-31 | $842k | 9.2k | 91.21 |
| 2019-09-30 | $848k | 8.9k | 95.80 |
| 2019-06-30 | $496k | 5.6k | 88.15 |
| 2019-03-31 | $532k | 5.9k | 89.97 |