Duke Energy shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Garrett Investment 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 Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 27k | 123.75 |
| 2025-06-30 | $3.1M | 27k | 118.00 |
| 2025-03-31 | $3.3M | 27k | 121.97 |
| 2024-12-31 | $2.6M | 24k | 107.74 |
| 2024-09-30 | $2.8M | 24k | 115.30 |
| 2024-06-30 | $2.4M | 24k | 100.23 |
| 2024-03-31 | $2.2M | 22k | 96.71 |
| 2023-12-31 | $2.0M | 21k | 97.04 |
| 2023-09-30 | $1.8M | 21k | 88.26 |
| 2023-06-30 | $1.8M | 20k | 89.74 |
| 2023-03-31 | $1.2M | 12k | 96.47 |
| 2022-12-31 | $1.2M | 11k | 102.99 |
| 2022-09-30 | $664k | 7.1k | 93.04 |
| 2022-06-30 | $508k | 4.7k | 107.11 |
| 2022-03-31 | $642k | 5.8k | 111.59 |
| 2021-12-31 | $555k | 5.3k | 104.97 |
| 2021-09-30 | $413k | 4.2k | 97.71 |
| 2021-06-30 | $406k | 4.1k | 98.76 |
| 2021-03-31 | $384k | 4.0k | 96.56 |
| 2020-12-31 | $314k | 3.4k | 91.65 |
More positions owned by Garrett Investment Advisors
View all positions for Garrett Investment Advisors