Duke Energy shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $84k | 704 | 119.77 |
| 2025-09-30 | $81k | 639 | 126.95 |
| 2025-06-30 | $75k | 632 | 118.18 |
| 2025-03-31 | $77k | 627 | 122.04 |
| 2024-12-31 | $67k | 626 | 107.69 |
| 2024-09-30 | $72k | 620 | 115.25 |
| 2024-06-30 | $62k | 614 | 100.28 |
| 2024-03-31 | $59k | 608 | 96.74 |
| 2023-12-31 | $58k | 602 | 96.99 |
| 2023-09-30 | $53k | 598 | 88.32 |
| 2023-06-30 | $53k | 589 | 89.74 |
| 2023-03-31 | $56k | 582 | 96.58 |
| 2022-12-31 | $85k | 826 | 103.07 |
| 2022-09-30 | $76k | 820 | 92.68 |
| 2022-06-30 | $111k | 1.0k | 107.45 |
| 2022-03-31 | $124k | 1.1k | 111.71 |
| 2021-12-31 | $116k | 1.1k | 104.50 |
| 2021-09-30 | $54k | 550 | 98.18 |
| 2021-06-30 | $54k | 550 | 98.18 |
| 2021-03-31 | $53k | 550 | 96.36 |
| 2020-12-31 | $50k | 550 | 90.91 |
| 2020-09-30 | $59k | 663 | 88.99 |
| 2020-06-30 | $53k | 663 | 79.94 |
| 2020-03-31 | $54k | 663 | 81.45 |
| 2019-12-31 | $83k | 910 | 91.21 |
More positions owned by Investment Research & Advisory Group
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