Duke Energy shares owned by Flagship Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Flagship Wealth Advisors
from 13F filings
Historical chart of Flagship Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Flagship Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70k | 563 | 123.75 |
| 2025-06-30 | $66k | 563 | 118.00 |
| 2025-03-31 | $69k | 563 | 121.97 |
| 2024-12-31 | $61k | 563 | 107.74 |