Duke Energy shares owned by IFP Advisors
Historical chart of IFP Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.5M | 42k | 130.94 |
| 2025-12-31 | $5.3M | 45k | 117.21 |
| 2025-09-30 | $3.1M | 25k | 125.33 |
| 2025-06-30 | $2.9M | 24k | 123.27 |
| 2025-03-31 | $2.8M | 23k | 121.97 |
| 2024-12-31 | $2.5M | 24k | 107.74 |
| 2024-09-30 | $3.3M | 29k | 115.30 |
| 2024-06-30 | $4.1M | 41k | 100.23 |
| 2024-03-31 | $3.7M | 38k | 96.71 |
| 2023-12-31 | $2.1M | 22k | 97.05 |
| 2023-09-30 | $3.9M | 44k | 88.26 |
| 2023-06-30 | $2.3M | 26k | 89.73 |
| 2023-03-31 | $2.3M | 30k | 76.07 |
| 2022-12-31 | $5.5M | 70k | 77.53 |
| 2022-09-30 | $3.7M | 48k | 77.61 |
| 2022-06-30 | $24k | 323 | 74.30 |
| 2022-03-31 | $1.9M | 25k | 76.15 |
| 2021-12-31 | $2.3M | 22k | 104.76 |
| 2021-09-30 | $2.2M | 23k | 97.70 |
| 2021-06-30 | $1.9M | 19k | 98.68 |
| 2021-03-31 | $1.7M | 18k | 96.37 |
| 2020-12-31 | $1.5M | 17k | 91.34 |
| 2020-09-30 | $1.7M | 19k | 88.56 |
| 2020-06-30 | $1.5M | 19k | 80.59 |
| 2020-03-31 | $1.4M | 18k | 81.20 |
| 2019-12-31 | $2.1M | 23k | 90.61 |
| 2019-09-30 | $2.7M | 28k | 96.43 |
| 2019-03-31 | $984k | 11k | 89.63 |
| 2018-12-31 | $3.6M | 42k | 86.13 |
| 2018-09-30 | $5.5M | 69k | 80.02 |
| 2018-06-30 | $5.2M | 66k | 79.07 |
| 2018-03-31 | $5.0M | 65k | 77.47 |
| 2017-12-31 | $5.7M | 68k | 84.11 |
| 2017-09-30 | $11M | 135k | 83.92 |
| 2017-06-30 | $11M | 133k | 83.59 |
| 2017-03-31 | $11M | 139k | 82.01 |
| 2016-12-31 | $11M | 137k | 77.62 |
| 2016-09-30 | $8.3M | 103k | 80.04 |
| 2016-06-30 | $8.1M | 94k | 85.79 |
| 2016-03-31 | $7.0M | 87k | 80.68 |
| 2015-12-31 | $5.3M | 75k | 71.40 |