Duke Energy shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Duke Energy
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Download as csvQuarterly reported holdings in Duke Energy by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $370k | 2.9k | 126.51 |
| 2025-12-31 | $644k | 5.4k | 119.22 |
| 2025-09-30 | $630k | 5.1k | 123.66 |
| 2025-06-30 | $656k | 5.3k | 124.47 |
| 2025-03-31 | $442k | 3.6k | 121.69 |
| 2024-12-31 | $396k | 3.7k | 105.86 |
| 2024-09-30 | $369k | 3.1k | 119.87 |
| 2024-06-30 | $278k | 2.8k | 100.93 |
| 2024-03-31 | $359k | 3.7k | 96.07 |
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