Duke Energy shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Delta Financial 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 Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 18k | 123.75 |
| 2025-06-30 | $1.1M | 9.6k | 118.01 |
| 2025-03-31 | $1.2M | 10k | 121.97 |
| 2024-12-31 | $1.1M | 10k | 107.74 |
| 2024-09-30 | $1.1M | 9.8k | 115.30 |
| 2024-06-30 | $1.0M | 10k | 100.23 |
| 2024-03-31 | $963k | 10k | 96.71 |
| 2023-12-31 | $951k | 9.8k | 97.04 |
| 2023-09-30 | $875k | 9.9k | 88.26 |
| 2023-06-30 | $875k | 9.7k | 89.74 |
| 2023-03-31 | $928k | 9.6k | 96.47 |
| 2022-12-31 | $933k | 9.1k | 102.99 |
| 2022-09-30 | $854k | 9.2k | 93.07 |
| 2022-06-30 | $972k | 9.1k | 107.21 |
| 2022-03-31 | $1.0M | 9.1k | 111.65 |
| 2021-12-31 | $966k | 9.2k | 104.86 |
| 2021-09-30 | $899k | 9.2k | 97.61 |
| 2021-06-30 | $915k | 9.3k | 98.73 |
| 2021-03-31 | $217k | 3.6k | 61.13 |
| 2020-12-31 | $855k | 9.3k | 91.60 |
| 2020-09-30 | $841k | 9.5k | 88.56 |
| 2020-06-30 | $793k | 9.9k | 79.92 |
| 2020-03-31 | $805k | 10k | 80.86 |
| 2019-12-31 | $1.0M | 12k | 91.23 |
| 2019-09-30 | $1.1M | 12k | 95.88 |
| 2019-06-30 | $1.0M | 12k | 88.25 |