Duke Energy shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71k | 570 | 123.75 |
| 2025-06-30 | $67k | 570 | 118.00 |
| 2025-03-31 | $70k | 570 | 121.97 |
| 2024-12-31 | $61k | 570 | 107.74 |
| 2024-09-30 | $66k | 570 | 115.30 |
| 2024-06-30 | $57k | 570 | 100.23 |
| 2024-03-31 | $55k | 570 | 96.71 |
| 2023-12-31 | $111k | 1.1k | 97.04 |
| 2023-09-30 | $50k | 570 | 88.26 |
| 2020-09-30 | $316k | 3.6k | 87.72 |