Duke Energy shares owned by ARS Wealth Advisors Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by ARS Wealth Advisors Group
from 13F filings
Historical chart of ARS Wealth Advisors Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by ARS Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $15M | 139k | 107.74 |
| 2024-09-30 | $16M | 139k | 115.30 |
| 2024-06-30 | $14M | 136k | 100.23 |
| 2024-03-31 | $13M | 131k | 96.71 |
| 2023-12-31 | $11M | 116k | 97.04 |
| 2023-09-30 | $9.1M | 103k | 88.26 |
| 2023-06-30 | $8.9M | 100k | 89.74 |
| 2023-03-31 | $9.5M | 98k | 96.47 |
| 2022-12-31 | $9.1M | 88k | 102.99 |
| 2022-09-30 | $8.0M | 86k | 93.02 |
| 2022-06-30 | $8.9M | 83k | 107.21 |
| 2022-03-31 | $9.3M | 83k | 111.66 |
| 2021-12-31 | $8.6M | 82k | 104.90 |
| 2021-09-30 | $7.9M | 81k | 97.59 |