Duke Energy shares owned by Carson Advisory
Historical chart of Carson Advisory investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 31k | 123.75 |
| 2025-06-30 | $3.7M | 31k | 118.00 |
| 2025-03-31 | $3.8M | 31k | 121.97 |
| 2024-12-31 | $3.4M | 32k | 107.74 |
| 2024-09-30 | $3.7M | 32k | 115.30 |
| 2024-06-30 | $3.2M | 32k | 100.23 |
| 2024-03-31 | $3.1M | 32k | 96.71 |
| 2023-12-31 | $3.1M | 32k | 97.04 |
| 2023-09-30 | $2.3M | 26k | 88.26 |
| 2023-06-30 | $1.8M | 20k | 89.74 |
| 2023-03-31 | $1.9M | 20k | 96.47 |
| 2022-12-31 | $2.2M | 21k | 102.99 |
| 2022-09-30 | $1.6M | 17k | 93.03 |
| 2022-06-30 | $1.9M | 17k | 107.23 |
| 2022-03-31 | $1.9M | 17k | 111.63 |
| 2021-12-31 | $1.9M | 18k | 104.91 |