Duke Energy shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Midland Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 2.7k | 123.75 |
| 2025-06-30 | $358k | 3.0k | 118.00 |
| 2025-03-31 | $370k | 3.0k | 121.97 |
| 2024-12-31 | $490k | 4.6k | 107.74 |
| 2024-09-30 | $510k | 4.4k | 115.30 |
| 2024-06-30 | $567k | 5.7k | 100.23 |
| 2024-03-31 | $477k | 4.9k | 96.71 |
| 2023-12-31 | $493k | 5.1k | 97.04 |