Duke Energy shares owned by Investment Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Investment Advisory Services
from 13F filings
Historical chart of Investment Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $650k | 5.6k | 115.30 |
| 2024-06-30 | $565k | 5.6k | 100.23 |
| 2024-03-31 | $583k | 6.0k | 96.71 |
| 2023-12-31 | $590k | 6.1k | 97.04 |
| 2023-09-30 | $586k | 6.6k | 88.26 |
| 2023-06-30 | $635k | 7.1k | 89.74 |
| 2023-03-31 | $652k | 6.8k | 96.47 |
| 2022-12-31 | $696k | 6.8k | 102.99 |
| 2022-09-30 | $642k | 6.9k | 93.00 |
| 2022-06-30 | $836k | 7.8k | 107.18 |
| 2022-03-31 | $866k | 7.8k | 111.66 |
| 2021-12-31 | $819k | 7.8k | 104.95 |
| 2021-09-30 | $753k | 7.7k | 97.55 |
| 2021-06-30 | $755k | 7.7k | 98.69 |
| 2020-12-31 | $743k | 8.1k | 92.09 |
| 2020-09-30 | $711k | 8.0k | 88.62 |
| 2020-06-30 | $625k | 7.8k | 79.95 |
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