Duke Energy shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $445k | 3.4k | 130.94 |
| 2025-12-31 | $363k | 3.1k | 117.20 |
| 2025-09-30 | $380k | 3.1k | 123.74 |
| 2025-06-30 | $305k | 2.6k | 117.98 |
| 2025-03-31 | $307k | 2.5k | 121.98 |
| 2024-12-31 | $260k | 2.4k | 107.76 |
| 2024-09-30 | $290k | 2.5k | 115.28 |
| 2024-06-30 | $249k | 2.5k | 100.23 |
| 2024-03-31 | $275k | 2.8k | 96.71 |
| 2023-03-31 | $215k | 2.2k | 96.46 |
| 2022-12-31 | $226k | 2.2k | 102.99 |
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