Duke Energy shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $956k | 7.7k | 123.75 |
| 2025-06-30 | $1.0M | 8.5k | 118.00 |
| 2025-03-31 | $1.0M | 8.3k | 121.97 |
| 2024-12-31 | $916k | 8.5k | 107.74 |
| 2024-09-30 | $933k | 8.1k | 115.30 |
| 2024-06-30 | $1.0M | 10k | 100.23 |
| 2024-03-31 | $1.1M | 11k | 96.71 |
| 2023-12-31 | $994k | 10k | 97.04 |
| 2023-09-30 | $931k | 11k | 88.26 |
| 2023-06-30 | $862k | 9.6k | 89.74 |
| 2023-03-31 | $1.0M | 11k | 96.47 |
| 2022-12-31 | $1.1M | 10k | 102.99 |
| 2022-09-30 | $943k | 10k | 92.97 |
| 2022-06-30 | $989k | 9.2k | 107.24 |
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