Duke Energy shares owned by Ariel Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Ariel Capital Advisors
from 13F filings
Historical chart of Ariel Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Ariel Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $408k | 4.2k | 97.05 |
| 2023-09-30 | $371k | 4.2k | 88.26 |
| 2023-06-30 | $377k | 4.2k | 89.75 |
| 2023-03-31 | $406k | 4.2k | 96.48 |
| 2022-12-31 | $474k | 4.6k | 103.00 |
| 2022-09-30 | $494k | 5.3k | 93.03 |
| 2022-06-30 | $566k | 5.3k | 107.20 |
| 2022-03-31 | $640k | 5.7k | 111.60 |
| 2021-12-31 | $558k | 5.3k | 104.89 |
| 2021-09-30 | $422k | 4.3k | 97.69 |
| 2021-06-30 | $426k | 4.3k | 98.61 |
| 2021-03-31 | $417k | 4.3k | 96.53 |
| 2020-12-31 | $396k | 4.3k | 91.67 |
| 2020-09-30 | $383k | 4.3k | 88.66 |
| 2020-06-30 | $345k | 4.3k | 79.86 |
| 2020-03-31 | $349k | 4.3k | 80.79 |
| 2019-12-31 | $432k | 4.7k | 91.29 |
| 2019-09-30 | $454k | 4.7k | 95.94 |
| 2019-06-30 | $389k | 4.4k | 88.31 |
| 2019-03-31 | $372k | 4.1k | 90.05 |
| 2018-12-31 | $357k | 4.1k | 86.42 |
| 2018-09-30 | $353k | 4.4k | 80.06 |
| 2018-06-30 | $349k | 4.4k | 79.17 |
| 2018-03-31 | $341k | 4.4k | 77.39 |
| 2017-12-31 | $1.1M | 13k | 84.13 |
| 2017-09-30 | $1.1M | 14k | 83.91 |
| 2017-06-30 | $1.4M | 16k | 83.56 |
| 2017-03-31 | $1.3M | 16k | 81.99 |
| 2016-12-31 | $1.0M | 13k | 77.65 |
| 2016-09-30 | $1.1M | 14k | 80.04 |
| 2016-06-30 | $1.1M | 13k | 85.81 |
| 2016-03-31 | $1.0M | 13k | 80.69 |
| 2015-12-31 | $645k | 9.0k | 71.36 |
| 2015-09-30 | $9.0k | 130 | 69.23 |
| 2015-06-30 | $9.0k | 130 | 69.23 |