Duke Energy shares owned by Guidant Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Guidant Wealth Advisors
from 13F filings
Historical chart of Guidant Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Guidant Wealth 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 Guidant Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-09-30 | $28k | 288 | 97.22 |
| 2019-06-30 | $25k | 288 | 86.81 |
| 2019-03-31 | $17k | 188 | 90.43 |
| 2018-12-31 | $16k | 188 | 85.11 |
| 2018-09-30 | $14k | 188 | 74.47 |
| 2018-06-30 | $14k | 188 | 74.47 |
| 2018-03-31 | $14k | 188 | 74.47 |
| 2017-12-31 | $15k | 188 | 79.79 |
| 2017-09-30 | $15k | 188 | 79.79 |
| 2017-06-30 | $15k | 188 | 79.79 |
| 2017-03-31 | $15k | 188 | 79.79 |
| 2016-12-31 | $14k | 188 | 74.47 |
| 2016-09-30 | $15k | 188 | 79.79 |