Duke Energy shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Duke Energy
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Quarterly reported holdings in Duke Energy by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 771 | 123.75 |
| 2025-06-30 | $91k | 771 | 118.00 |
| 2025-03-31 | $69k | 567 | 121.97 |
| 2024-12-31 | $61k | 566 | 107.74 |
| 2024-09-30 | $65k | 566 | 115.30 |
| 2024-06-30 | $57k | 566 | 100.23 |
| 2024-03-31 | $86k | 891 | 96.71 |
| 2023-12-31 | $8.7k | 90 | 97.04 |
| 2023-09-30 | $1.8k | 20 | 88.25 |
| 2022-03-31 | $12k | 111 | 108.11 |
| 2020-12-31 | $7.0k | 80 | 87.50 |