Duke Energy shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $203k | 1.7k | 117.19 |
| 2025-09-30 | $213k | 1.7k | 123.72 |
| 2025-06-30 | $211k | 1.8k | 117.97 |
| 2025-03-31 | $215k | 1.8k | 120.32 |
| 2024-09-30 | $224k | 1.9k | 115.28 |
| 2024-06-30 | $217k | 2.2k | 100.21 |
| 2024-03-31 | $233k | 2.4k | 96.69 |
| 2023-12-31 | $308k | 3.2k | 97.03 |
| 2023-09-30 | $258k | 2.9k | 88.25 |
| 2023-06-30 | $259k | 2.9k | 89.73 |
| 2023-03-31 | $290k | 3.0k | 96.46 |
| 2022-12-31 | $309k | 3.0k | 102.98 |
| 2022-09-30 | $270k | 2.9k | 93.17 |
| 2022-06-30 | $300k | 2.8k | 107.26 |
| 2022-03-31 | $328k | 2.9k | 111.49 |
| 2021-12-31 | $296k | 2.8k | 104.70 |