Duke Energy shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $276k | 3.1k | 89.73 |
| 2023-03-31 | $273k | 2.8k | 96.47 |
| 2022-12-31 | $291k | 2.8k | 102.99 |
| 2022-09-30 | $404k | 3.8k | 107.19 |
| 2022-06-30 | $404k | 3.8k | 107.19 |
| 2022-03-31 | $421k | 3.8k | 111.70 |
| 2021-12-31 | $404k | 3.9k | 104.85 |
| 2021-09-30 | $359k | 3.7k | 97.47 |
| 2021-06-30 | $420k | 4.3k | 98.73 |
| 2021-03-31 | $366k | 3.8k | 96.60 |
| 2020-12-31 | $331k | 3.6k | 91.46 |
| 2020-09-30 | $320k | 3.6k | 88.42 |
| 2020-06-30 | $289k | 3.6k | 79.86 |
| 2020-03-31 | $333k | 4.1k | 80.83 |
| 2019-12-31 | $271k | 3.0k | 91.22 |
| 2019-09-30 | $285k | 3.0k | 95.93 |
| 2019-06-30 | $262k | 3.0k | 88.19 |
| 2019-03-31 | $279k | 3.1k | 90.15 |
| 2018-12-31 | $412k | 4.8k | 86.28 |
| 2018-09-30 | $352k | 4.4k | 80.05 |
| 2018-06-30 | $341k | 4.3k | 79.04 |
| 2018-03-31 | $204k | 2.6k | 77.45 |
| 2017-12-31 | $222k | 2.6k | 84.28 |
| 2017-09-30 | $221k | 2.6k | 83.90 |
| 2017-06-30 | $220k | 2.6k | 83.52 |