Duke Energy shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 1.7k | 123.75 |
| 2024-09-30 | $205k | 1.8k | 115.30 |