Duke Energy shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 2.0k | 123.75 |
| 2025-06-30 | $229k | 1.9k | 118.00 |
| 2025-03-31 | $235k | 1.9k | 121.97 |