Duke Energy shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 12k | 107.74 |
| 2024-09-30 | $1.3M | 12k | 115.30 |
| 2024-06-30 | $1.3M | 13k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-09-30 | $767k | 8.7k | 88.26 |
| 2023-06-30 | $791k | 8.8k | 89.74 |
| 2023-03-31 | $826k | 8.6k | 96.47 |
| 2022-12-31 | $795k | 7.7k | 102.99 |
| 2022-09-30 | $716k | 7.7k | 93.02 |
| 2022-06-30 | $426k | 4.0k | 107.20 |
| 2022-03-31 | $427k | 3.8k | 111.60 |
| 2021-12-31 | $341k | 3.2k | 105.05 |
| 2021-09-30 | $290k | 3.0k | 97.51 |
| 2020-06-30 | $436k | 5.5k | 79.94 |
| 2020-03-31 | $430k | 5.3k | 80.84 |
| 2019-12-31 | $418k | 4.3k | 97.50 |
| 2019-09-30 | $331k | 3.8k | 87.52 |
| 2019-06-30 | $306k | 3.4k | 88.75 |
| 2019-03-31 | $281k | 3.1k | 90.06 |
| 2018-12-31 | $287k | 3.2k | 90.22 |
| 2018-09-30 | $301k | 3.6k | 84.65 |
| 2018-06-30 | $275k | 3.5k | 79.11 |
| 2018-03-31 | $215k | 2.8k | 77.53 |
More positions owned by Mount Yale Investment Advisors
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