Duke Energy shares owned by ARS Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by ARS Wealth Advisors
from 13F filings
Historical chart of ARS Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by ARS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $8.1M | 82k | 98.72 |
| 2021-03-31 | $7.6M | 79k | 96.53 |
| 2020-12-31 | $7.1M | 78k | 91.56 |
| 2020-09-30 | $6.5M | 74k | 88.56 |
| 2020-06-30 | $3.8M | 47k | 79.89 |
| 2020-03-31 | $2.6M | 32k | 80.90 |
| 2019-12-31 | $2.9M | 32k | 91.22 |
| 2019-09-30 | $3.1M | 33k | 95.85 |
| 2019-06-30 | $3.0M | 34k | 88.23 |
| 2019-03-31 | $2.8M | 31k | 90.01 |
| 2018-12-31 | $2.6M | 30k | 86.31 |
| 2018-09-30 | $2.2M | 28k | 80.01 |
| 2018-06-30 | $1.5M | 19k | 79.10 |
| 2018-03-31 | $1.5M | 20k | 77.45 |
| 2017-12-31 | $1.7M | 20k | 84.09 |
| 2017-09-30 | $2.0M | 24k | 83.94 |
| 2017-06-30 | $2.1M | 25k | 83.60 |
| 2017-03-31 | $2.2M | 27k | 82.00 |
| 2016-12-31 | $2.1M | 27k | 77.61 |
| 2016-09-30 | $2.9M | 36k | 80.05 |
| 2016-06-30 | $2.9M | 34k | 85.79 |
| 2016-03-31 | $2.6M | 33k | 80.69 |
| 2015-12-31 | $577k | 8.1k | 71.42 |
| 2014-03-31 | $213k | 3.0k | 71.38 |
| 2013-12-31 | $220k | 3.2k | 69.16 |