Duke Energy shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0k | 40 | 123.75 |
| 2025-06-30 | $7.4k | 63 | 118.00 |
| 2025-03-31 | $7.7k | 63 | 121.97 |
| 2024-12-31 | $6.8k | 63 | 107.75 |
| 2024-09-30 | $42k | 360 | 115.30 |
| 2024-06-30 | $20k | 197 | 100.23 |
| 2024-03-31 | $19k | 197 | 96.71 |
| 2023-12-31 | $19k | 197 | 97.04 |
| 2023-09-30 | $17k | 197 | 88.26 |
| 2023-06-30 | $18k | 197 | 89.74 |