Duke Energy shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $799k | 8.0k | 99.39 |
| 2023-09-30 | $664k | 7.6k | 86.92 |
| 2023-06-30 | $695k | 7.6k | 91.61 |
| 2023-03-31 | $795k | 8.3k | 96.23 |
| 2022-12-31 | $880k | 8.4k | 105.18 |
| 2022-09-30 | $519k | 5.7k | 90.80 |
| 2022-06-30 | $387k | 3.6k | 107.44 |
| 2022-03-31 | $369k | 3.2k | 115.13 |
| 2021-12-31 | $387k | 3.7k | 103.64 |
| 2021-09-30 | $276k | 2.8k | 97.60 |
| 2021-06-30 | $268k | 2.7k | 98.67 |
| 2021-03-31 | $259k | 2.6k | 98.67 |
| 2020-12-31 | $282k | 3.1k | 91.71 |
| 2020-09-30 | $231k | 2.6k | 88.54 |
| 2020-06-30 | $211k | 2.6k | 79.86 |
| 2020-03-31 | $225k | 2.6k | 85.42 |
| 2019-12-31 | $330k | 3.6k | 90.51 |
| 2019-09-30 | $370k | 3.8k | 97.01 |
| 2019-06-30 | $454k | 5.1k | 89.67 |
| 2019-03-31 | $832k | 9.2k | 90.05 |
| 2018-12-31 | $916k | 11k | 86.28 |
More positions owned by Foster Victor Wealth Advisors
View all positions for Foster Victor Wealth Advisors