Duke Energy shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 90k | 123.75 |
| 2025-06-30 | $10M | 88k | 118.00 |
| 2025-03-31 | $12M | 94k | 121.97 |
| 2024-12-31 | $4.0M | 37k | 107.74 |
| 2024-09-30 | $3.6M | 31k | 115.30 |
| 2024-06-30 | $2.6M | 26k | 100.23 |
| 2024-03-31 | $2.5M | 26k | 96.71 |
| 2023-12-31 | $2.7M | 28k | 97.04 |
| 2023-09-30 | $2.4M | 27k | 88.26 |
| 2023-06-30 | $2.4M | 26k | 89.74 |
| 2023-03-31 | $2.5M | 26k | 96.47 |
| 2022-12-31 | $2.2M | 22k | 102.99 |
| 2022-09-30 | $2.1M | 22k | 93.01 |
| 2022-06-30 | $2.2M | 20k | 107.19 |
| 2022-03-31 | $2.2M | 20k | 111.66 |
| 2021-12-31 | $2.3M | 22k | 104.91 |
| 2021-09-30 | $2.0M | 21k | 97.60 |
| 2021-06-30 | $1.7M | 17k | 98.71 |
| 2021-03-31 | $1.5M | 15k | 96.51 |
| 2020-12-31 | $1.5M | 16k | 91.58 |
| 2020-09-30 | $5.7M | 64k | 88.56 |
| 2020-06-30 | $1.4M | 17k | 79.87 |
| 2019-12-31 | $2.0M | 23k | 91.21 |