Duke Energy shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $173k | 1.8k | 97.02 |
| 2023-09-30 | $300k | 3.4k | 88.27 |
| 2023-06-30 | $275k | 3.1k | 89.74 |
| 2023-03-31 | $237k | 2.5k | 96.46 |
| 2022-12-31 | $258k | 2.5k | 102.97 |
| 2022-09-30 | $207k | 2.2k | 92.91 |
| 2022-06-30 | $296k | 2.8k | 107.25 |
| 2022-03-31 | $374k | 3.3k | 111.81 |
| 2019-03-31 | $312k | 3.5k | 90.07 |
| 2018-12-31 | $308k | 3.6k | 86.42 |
| 2018-09-30 | $317k | 4.0k | 79.95 |
| 2018-06-30 | $293k | 3.7k | 79.04 |
| 2018-03-31 | $265k | 3.4k | 77.42 |
| 2017-12-31 | $320k | 3.8k | 84.08 |
| 2017-09-30 | $313k | 3.7k | 83.96 |
| 2017-06-30 | $382k | 4.6k | 83.52 |
| 2014-06-30 | $209k | 2.8k | 74.11 |