Duke Energy shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 2.5k | 123.75 |
| 2025-06-30 | $289k | 2.5k | 118.00 |
| 2025-03-31 | $299k | 2.5k | 121.97 |
| 2024-12-31 | $265k | 2.5k | 107.74 |
| 2024-09-30 | $283k | 2.5k | 115.30 |
| 2024-06-30 | $277k | 2.5k | 112.92 |
| 2024-03-31 | $241k | 2.5k | 98.26 |
| 2023-12-31 | $238k | 2.5k | 97.04 |
| 2023-09-30 | $216k | 2.5k | 88.26 |
| 2023-06-30 | $229k | 2.6k | 89.74 |
| 2023-03-31 | $236k | 2.5k | 96.47 |
| 2022-12-31 | $252k | 2.5k | 102.99 |
| 2022-09-30 | $228k | 2.5k | 93.06 |
| 2022-06-30 | $263k | 2.5k | 107.35 |
| 2022-03-31 | $274k | 2.5k | 111.84 |
| 2021-12-31 | $257k | 2.5k | 104.90 |
| 2021-09-30 | $239k | 2.5k | 97.55 |
| 2021-06-30 | $242k | 2.5k | 98.78 |
| 2021-03-31 | $236k | 2.5k | 96.33 |
| 2020-12-31 | $282k | 3.1k | 91.71 |
| 2020-09-30 | $272k | 3.1k | 88.46 |
More positions owned by FRG Family Wealth Advisors
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