Duke Energy shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142M | 1.1M | 123.75 |
| 2025-06-30 | $128M | 1.1M | 117.99 |
| 2025-03-31 | $131M | 1.1M | 121.94 |
| 2024-12-31 | $112M | 1.0M | 107.74 |
| 2024-09-30 | $116M | 1.0M | 115.31 |
| 2024-06-30 | $103M | 1.0M | 100.23 |
| 2024-03-31 | $96M | 991k | 96.70 |
| 2023-12-31 | $96M | 985k | 97.04 |
| 2023-09-30 | $88M | 995k | 88.26 |
| 2023-06-30 | $85M | 947k | 89.74 |
| 2023-03-31 | $89M | 924k | 96.47 |
| 2022-12-31 | $93M | 899k | 102.99 |
| 2022-09-30 | $75M | 803k | 93.03 |
| 2022-06-30 | $82M | 760k | 107.21 |
| 2022-03-31 | $83M | 739k | 111.66 |
| 2021-12-31 | $62M | 592k | 104.90 |
| 2021-09-30 | $55M | 565k | 97.59 |
| 2021-06-30 | $24M | 245k | 98.72 |
| 2021-03-31 | $17M | 172k | 96.53 |
| 2020-12-31 | $17M | 184k | 91.56 |
| 2020-09-30 | $14M | 160k | 88.56 |
| 2020-06-30 | $12M | 156k | 79.89 |
| 2020-03-31 | $3.7M | 46k | 81.04 |
| 2019-12-31 | $3.0M | 33k | 91.22 |
| 2019-09-30 | $2.8M | 29k | 95.85 |
| 2019-06-30 | $2.1M | 24k | 88.26 |
| 2019-03-31 | $2.3M | 26k | 90.00 |
| 2018-12-31 | $1.8M | 21k | 86.31 |
| 2018-09-30 | $1.1M | 14k | 80.02 |
| 2018-06-30 | $1.0M | 13k | 79.09 |
| 2018-03-31 | $574k | 7.4k | 77.42 |
| 2017-12-31 | $551k | 6.6k | 83.99 |
| 2017-09-30 | $546k | 6.5k | 83.96 |
| 2017-06-30 | $595k | 7.1k | 83.62 |
| 2017-03-31 | $1.2M | 14k | 81.99 |
| 2016-12-31 | $1.1M | 14k | 77.58 |
| 2016-09-30 | $2.5M | 29k | 83.33 |
| 2016-06-30 | $3.7M | 43k | 85.78 |
| 2016-03-31 | $3.1M | 39k | 80.80 |
| 2015-12-31 | $2.3M | 32k | 71.35 |
| 2015-09-30 | $371k | 5.2k | 71.98 |
| 2015-06-30 | $637k | 9.0k | 70.64 |
| 2015-03-31 | $222k | 2.9k | 76.87 |
| 2014-12-31 | $281k | 3.4k | 83.41 |
| 2014-09-30 | $234k | 3.1k | 74.86 |
| 2014-06-30 | $320k | 4.3k | 74.16 |
| 2014-03-31 | $227k | 3.2k | 71.14 |
| 2013-12-31 | $220k | 3.2k | 68.97 |
| 2013-09-30 | $203k | 3.0k | 66.93 |
| 2013-06-30 | $225k | 3.3k | 67.41 |