Duke Energy shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 28k | 97.04 |
| 2023-09-30 | $2.2M | 25k | 88.26 |
| 2023-06-30 | $2.2M | 24k | 89.74 |
| 2023-03-31 | $2.2M | 23k | 96.47 |
| 2022-12-31 | $2.3M | 22k | 102.99 |
| 2022-09-30 | $1.8M | 20k | 93.00 |
| 2022-06-30 | $1.8M | 17k | 107.20 |
| 2022-03-31 | $1.7M | 15k | 111.65 |
| 2021-12-31 | $1.4M | 13k | 104.87 |
| 2021-09-30 | $960k | 9.8k | 97.59 |
| 2021-06-30 | $868k | 8.8k | 98.69 |
| 2021-03-31 | $704k | 7.3k | 96.57 |
| 2020-12-31 | $683k | 7.5k | 91.60 |
| 2020-09-30 | $655k | 7.4k | 88.61 |
| 2020-06-30 | $575k | 7.2k | 79.83 |
| 2020-03-31 | $581k | 7.2k | 80.84 |
| 2019-12-31 | $605k | 6.6k | 91.21 |
| 2019-09-30 | $643k | 6.7k | 95.84 |
| 2019-06-30 | $584k | 6.6k | 88.19 |
| 2019-03-31 | $594k | 6.6k | 90.00 |
| 2018-12-31 | $581k | 6.7k | 86.36 |
| 2018-09-30 | $545k | 6.8k | 80.08 |
| 2018-06-30 | $520k | 6.6k | 79.06 |
| 2018-03-31 | $495k | 6.4k | 77.55 |
| 2017-12-31 | $550k | 6.5k | 84.12 |
| 2017-09-30 | $547k | 6.5k | 83.90 |
| 2017-06-30 | $562k | 6.7k | 83.61 |
| 2017-03-31 | $550k | 6.7k | 82.03 |
| 2016-12-31 | $540k | 7.0k | 77.68 |
| 2016-09-30 | $587k | 7.3k | 80.05 |
| 2016-06-30 | $593k | 6.9k | 85.77 |
| 2016-03-31 | $595k | 7.4k | 80.72 |
| 2015-12-31 | $496k | 7.0k | 71.35 |
| 2015-09-30 | $988k | 14k | 71.95 |
| 2015-06-30 | $651k | 9.2k | 70.63 |
| 2015-03-31 | $702k | 9.1k | 76.78 |
| 2014-12-31 | $737k | 8.8k | 83.55 |
| 2014-09-30 | $657k | 8.8k | 74.76 |
| 2014-06-30 | $692k | 9.3k | 74.19 |
| 2014-03-31 | $640k | 9.0k | 71.23 |
| 2013-12-31 | $669k | 9.7k | 69.05 |
More positions owned by Financial Advisory Service
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