Duke Energy shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 6.6k | 123.77 |
| 2025-06-30 | $886k | 7.5k | 118.01 |
| 2025-03-31 | $997k | 8.2k | 121.98 |
| 2024-12-31 | $880k | 8.2k | 107.75 |
| 2024-09-30 | $942k | 8.2k | 115.31 |
| 2024-06-30 | $809k | 8.1k | 100.24 |
| 2024-03-31 | $780k | 8.1k | 96.72 |
| 2023-12-31 | $735k | 7.6k | 97.05 |
| 2023-09-30 | $668k | 7.6k | 88.27 |
| 2023-06-30 | $679k | 7.6k | 89.75 |
| 2023-03-31 | $786k | 8.2k | 96.48 |
| 2022-12-31 | $840k | 8.2k | 102.99 |
| 2022-09-30 | $763k | 8.2k | 93.01 |
| 2022-06-30 | $879k | 8.2k | 107.16 |
| 2022-03-31 | $875k | 8.2k | 106.67 |
| 2021-12-31 | $840k | 8.0k | 104.96 |
More positions owned by High Net Worth Advisory Group
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