Duke Energy shares owned by Avalon Advisors
Historical chart of Avalon Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $20M | 210k | 96.47 |
| 2022-12-31 | $22M | 214k | 102.99 |
| 2022-09-30 | $20M | 214k | 93.02 |
| 2022-06-30 | $23M | 212k | 107.21 |
| 2022-03-31 | $24M | 212k | 111.66 |
| 2021-12-31 | $22M | 210k | 104.90 |
| 2021-09-30 | $17M | 178k | 97.59 |
| 2021-06-30 | $19M | 192k | 98.72 |
| 2021-03-31 | $22M | 223k | 96.53 |
| 2020-12-31 | $22M | 238k | 91.56 |
| 2020-09-30 | $23M | 254k | 88.56 |
| 2020-06-30 | $21M | 266k | 79.89 |
| 2020-03-31 | $24M | 302k | 80.88 |
| 2019-12-31 | $26M | 282k | 91.21 |
| 2019-09-30 | $26M | 274k | 95.86 |
| 2019-06-30 | $24M | 268k | 88.24 |
| 2019-03-31 | $24M | 268k | 90.00 |
| 2018-12-31 | $23M | 268k | 86.30 |
| 2018-09-30 | $22M | 275k | 80.02 |
| 2018-06-30 | $24M | 300k | 79.08 |
| 2018-03-31 | $24M | 314k | 77.47 |
| 2017-12-31 | $29M | 342k | 84.11 |
| 2017-09-30 | $29M | 350k | 83.92 |
| 2017-06-30 | $29M | 344k | 83.59 |
| 2017-03-31 | $29M | 352k | 82.01 |
| 2016-12-31 | $38M | 495k | 77.62 |
| 2016-09-30 | $42M | 518k | 80.04 |
| 2016-06-30 | $31M | 358k | 85.79 |
| 2016-03-31 | $27M | 334k | 80.68 |
| 2015-12-31 | $23M | 327k | 71.39 |
| 2015-09-30 | $24M | 332k | 71.94 |
| 2015-06-30 | $23M | 330k | 70.62 |
| 2015-03-31 | $26M | 335k | 76.78 |
| 2014-12-31 | $28M | 334k | 83.54 |
| 2014-09-30 | $25M | 329k | 74.77 |
| 2014-06-30 | $25M | 333k | 74.19 |
| 2014-03-31 | $24M | 337k | 71.22 |
| 2013-12-31 | $24M | 340k | 69.01 |
| 2013-09-30 | $45M | 675k | 66.78 |
| 2013-06-30 | $23M | 340k | 67.50 |
| 2013-03-31 | $24M | 330k | 72.59 |
| 2012-12-31 | $19M | 300k | 63.80 |
| 2012-09-30 | $20M | 306k | 64.79 |