Duke Energy shares owned by Asset Advisors Investment Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Asset Advisors Investment Management
from 13F filings
Historical chart of Asset Advisors Investment Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Asset Advisors Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $218k | 2.3k | 97.04 |
| 2023-09-30 | $332k | 3.8k | 88.26 |
| 2023-06-30 | $338k | 3.8k | 89.74 |
| 2023-03-31 | $417k | 4.3k | 96.47 |
| 2022-12-31 | $274k | 2.7k | 102.99 |
| 2022-09-30 | $290k | 3.1k | 92.92 |
| 2022-06-30 | $335k | 3.1k | 107.34 |
| 2022-03-31 | $348k | 3.1k | 111.50 |
| 2021-12-31 | $317k | 3.0k | 104.76 |
| 2021-09-30 | $295k | 3.0k | 97.49 |
| 2021-06-30 | $255k | 2.6k | 98.76 |
| 2021-03-31 | $252k | 2.6k | 97.60 |
| 2020-12-31 | $245k | 2.7k | 91.38 |
| 2020-09-30 | $237k | 2.7k | 88.40 |
| 2020-06-30 | $259k | 3.2k | 79.79 |
| 2020-03-31 | $263k | 3.2k | 81.02 |
| 2019-12-31 | $296k | 3.2k | 91.19 |
| 2019-09-30 | $424k | 4.4k | 95.97 |
| 2019-06-30 | $286k | 3.2k | 88.11 |
| 2019-03-31 | $305k | 3.4k | 89.94 |
| 2018-12-31 | $294k | 3.4k | 86.37 |
| 2018-09-30 | $260k | 3.2k | 80.10 |
More positions owned by Asset Advisors Investment Management
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