Duke Energy shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.6k | 123.75 |
| 2025-06-30 | $1.1M | 9.2k | 118.00 |
| 2025-03-31 | $1.7M | 14k | 122.14 |
| 2024-12-31 | $1.4M | 13k | 107.74 |
| 2024-09-30 | $1.4M | 12k | 115.30 |
| 2024-06-30 | $1.3M | 12k | 109.27 |
| 2024-03-31 | $483k | 5.0k | 97.00 |
| 2023-12-31 | $483k | 5.0k | 97.00 |
| 2023-09-30 | $276k | 3.1k | 88.50 |
| 2023-06-30 | $263k | 2.9k | 89.72 |
| 2023-03-31 | $316k | 3.3k | 96.49 |
| 2022-12-31 | $423k | 4.1k | 102.99 |
| 2022-09-30 | $271k | 2.9k | 93.75 |
| 2022-06-30 | $272k | 2.5k | 107.21 |
| 2022-03-31 | $276k | 2.5k | 110.05 |
| 2021-12-31 | $257k | 2.4k | 105.26 |
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