Duke Energy shares owned by Level Four Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Level Four Advisory Services
from 13F filings
Historical chart of Level Four Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Level Four Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 42k | 123.75 |
| 2025-06-30 | $4.9M | 42k | 118.00 |
| 2025-03-31 | $4.6M | 37k | 121.97 |
| 2024-12-31 | $3.5M | 33k | 107.74 |
| 2024-09-30 | $3.7M | 32k | 115.27 |
| 2024-06-30 | $3.1M | 31k | 100.23 |
| 2024-03-31 | $3.8M | 40k | 97.04 |
| 2023-12-31 | $3.8M | 40k | 97.04 |
| 2023-09-30 | $3.2M | 36k | 88.26 |
| 2023-06-30 | $3.6M | 40k | 89.74 |
| 2023-03-31 | $3.8M | 40k | 96.47 |
| 2022-12-31 | $6.8M | 66k | 102.99 |
| 2022-09-30 | $2.3M | 25k | 93.01 |
| 2022-06-30 | $2.7M | 25k | 107.22 |
| 2022-03-31 | $2.9M | 26k | 111.65 |
| 2021-12-31 | $2.7M | 26k | 104.90 |
| 2021-09-30 | $2.7M | 28k | 97.60 |
| 2021-06-30 | $2.7M | 27k | 98.72 |
| 2021-03-31 | $2.7M | 28k | 96.53 |
| 2020-12-31 | $2.8M | 31k | 91.55 |
| 2020-09-30 | $2.5M | 28k | 88.57 |
| 2020-06-30 | $2.2M | 27k | 80.04 |
| 2020-03-31 | $2.1M | 26k | 80.87 |
| 2019-12-31 | $3.2M | 29k | 111.91 |
| 2019-09-30 | $2.7M | 28k | 95.86 |
| 2019-06-30 | $2.5M | 29k | 88.23 |
| 2019-03-31 | $2.6M | 29k | 89.99 |
| 2018-12-31 | $2.9M | 34k | 86.29 |
| 2018-09-30 | $2.9M | 36k | 80.02 |
| 2018-06-30 | $2.9M | 37k | 79.08 |
| 2018-03-31 | $2.3M | 30k | 77.46 |
| 2017-12-31 | $2.3M | 28k | 84.11 |
| 2017-09-30 | $2.4M | 28k | 84.82 |
| 2017-06-30 | $2.3M | 28k | 82.85 |
| 2017-03-31 | $2.3M | 28k | 82.87 |
| 2016-12-31 | $2.1M | 27k | 77.62 |
More positions owned by Level Four Advisory Services
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