Duke Energy shares owned by Edge Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Edge Financial Advisors
from 13F filings
Historical chart of Edge Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Edge Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $679k | 5.5k | 123.74 |
| 2025-06-30 | $646k | 5.5k | 117.99 |
| 2025-03-31 | $597k | 4.9k | 121.96 |
| 2024-12-31 | $523k | 4.9k | 107.74 |
| 2024-09-30 | $554k | 4.8k | 115.30 |
| 2024-03-31 | $461k | 4.8k | 96.71 |