Duke Energy shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 2.9k | 123.72 |
| 2025-06-30 | $291k | 2.5k | 118.00 |
| 2025-03-31 | $302k | 2.5k | 121.99 |
| 2024-12-31 | $283k | 2.6k | 107.74 |
| 2024-09-30 | $319k | 2.8k | 115.28 |
| 2024-06-30 | $369k | 3.7k | 100.21 |
| 2023-09-30 | $228k | 2.6k | 88.25 |
| 2022-03-31 | $328k | 2.9k | 111.75 |
| 2021-12-31 | $307k | 2.9k | 104.89 |
| 2021-09-30 | $283k | 2.9k | 97.42 |
| 2021-06-30 | $287k | 2.9k | 98.56 |
| 2021-03-31 | $280k | 2.9k | 96.42 |
| 2020-12-31 | $264k | 2.9k | 91.70 |
| 2020-09-30 | $292k | 3.3k | 88.43 |
| 2020-06-30 | $289k | 3.6k | 79.99 |
| 2020-03-31 | $309k | 3.8k | 80.78 |
| 2019-12-31 | $447k | 4.8k | 92.49 |