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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All positions including Duke Energy held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |