Duke Energy shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 29k | 123.75 |
| 2025-06-30 | $3.4M | 29k | 118.00 |
| 2025-03-31 | $2.1M | 17k | 121.97 |
| 2024-12-31 | $1.7M | 16k | 107.74 |
| 2024-09-30 | $771k | 6.7k | 115.29 |
| 2024-06-30 | $360k | 3.6k | 99.81 |
| 2023-12-31 | $235k | 2.4k | 97.04 |
| 2023-06-30 | $118k | 1.3k | 89.77 |
| 2022-12-31 | $105k | 1.0k | 102.99 |