Duke Energy shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 36k | 123.75 |
| 2025-06-30 | $4.1M | 34k | 118.00 |
| 2025-03-31 | $3.8M | 32k | 121.97 |
| 2024-12-31 | $1.4M | 13k | 107.74 |
| 2024-09-30 | $1.3M | 11k | 115.30 |
| 2024-06-30 | $936k | 9.3k | 100.23 |
| 2024-03-31 | $749k | 7.7k | 96.72 |
| 2023-12-31 | $728k | 7.5k | 97.03 |
| 2023-09-30 | $601k | 6.8k | 88.26 |
| 2023-06-30 | $567k | 6.3k | 89.74 |
| 2023-03-31 | $632k | 6.6k | 96.47 |
| 2022-12-31 | $635k | 6.2k | 102.99 |
| 2022-09-30 | $542k | 5.8k | 93.10 |
| 2022-06-30 | $524k | 4.9k | 107.14 |
| 2022-03-31 | $557k | 5.0k | 111.69 |
| 2021-12-31 | $501k | 4.8k | 104.94 |
| 2021-09-30 | $504k | 5.2k | 97.52 |
| 2021-06-30 | $821k | 8.3k | 98.64 |
| 2021-03-31 | $692k | 7.2k | 96.41 |
| 2020-12-31 | $580k | 6.3k | 91.45 |
| 2020-09-30 | $182k | 2.0k | 92.40 |
| 2020-06-30 | $158k | 1.9k | 81.72 |
| 2020-03-31 | $171k | 2.1k | 80.87 |
| 2019-12-31 | $234k | 2.3k | 100.11 |