Duke Energy shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 120k | 97.04 |
| 2023-09-30 | $11M | 121k | 88.26 |
| 2023-06-30 | $11M | 119k | 89.74 |
| 2023-03-31 | $12M | 119k | 96.47 |
| 2022-12-31 | $13k | 122k | 0.10 |
| 2022-09-30 | $11M | 123k | 93.02 |
| 2022-06-30 | $17M | 160k | 107.21 |
| 2022-03-31 | $16M | 147k | 111.66 |
| 2021-12-31 | $17M | 165k | 104.90 |
| 2021-09-30 | $15M | 154k | 97.59 |
| 2021-06-30 | $15M | 151k | 98.72 |
| 2021-03-31 | $15M | 151k | 96.53 |
| 2020-12-31 | $14M | 147k | 91.56 |
| 2020-09-30 | $11M | 123k | 88.56 |
| 2020-06-30 | $9.6M | 120k | 79.89 |
| 2020-03-31 | $9.4M | 116k | 80.88 |
| 2019-12-31 | $13M | 141k | 91.21 |
| 2019-09-30 | $13M | 140k | 95.86 |
| 2019-06-30 | $12k | 149k | 0.08 |
| 2019-03-31 | $13M | 147k | 90.00 |
| 2018-12-31 | $9.6M | 111k | 86.30 |
| 2018-09-30 | $7.1M | 93k | 76.52 |
| 2018-06-30 | $7.0M | 92k | 76.04 |
| 2018-03-31 | $6.6M | 86k | 77.10 |
| 2017-12-31 | $7.1M | 86k | 82.21 |
| 2017-09-30 | $6.4M | 76k | 84.82 |
| 2017-06-30 | $6.1M | 73k | 83.20 |
| 2017-03-31 | $5.8M | 70k | 82.87 |
| 2016-12-31 | $4.8M | 62k | 77.32 |
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