Duke Energy shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 2.0k | 123.75 |
| 2025-06-30 | $292k | 2.5k | 118.01 |
| 2025-03-31 | $299k | 2.4k | 121.98 |
| 2024-12-31 | $246k | 2.2k | 113.98 |
| 2024-09-30 | $239k | 2.1k | 115.35 |
| 2023-03-31 | $22k | 227 | 96.47 |
| 2022-12-31 | $20k | 192 | 102.99 |