Duke Energy shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 452k | 123.75 |
| 2025-06-30 | $52M | 438k | 118.00 |
| 2025-03-31 | $51M | 419k | 121.97 |
| 2024-12-31 | $44M | 404k | 107.74 |
| 2024-09-30 | $46M | 402k | 115.30 |
| 2024-06-30 | $40M | 396k | 100.23 |
| 2024-03-31 | $38M | 392k | 96.71 |
| 2023-12-31 | $58M | 597k | 97.04 |
| 2023-09-30 | $38M | 429k | 88.26 |
| 2023-06-30 | $39M | 438k | 89.74 |
| 2023-03-31 | $43M | 450k | 96.47 |
| 2022-12-31 | $46M | 445k | 102.99 |
| 2022-09-30 | $41M | 439k | 93.02 |
| 2022-06-30 | $40M | 370k | 107.21 |
| 2022-03-31 | $35M | 315k | 111.66 |
| 2021-12-31 | $30M | 285k | 104.90 |
| 2021-09-30 | $27M | 275k | 97.59 |
| 2021-06-30 | $20M | 203k | 98.72 |
| 2021-03-31 | $20M | 205k | 96.53 |
| 2020-12-31 | $20M | 222k | 91.56 |
| 2020-09-30 | $17M | 188k | 90.05 |
| 2020-06-30 | $16M | 199k | 81.93 |
| 2020-03-31 | $13M | 172k | 77.57 |
| 2019-12-31 | $17M | 187k | 90.34 |
| 2019-09-30 | $9.4M | 98k | 95.86 |
| 2019-06-30 | $8.7M | 98k | 88.24 |
| 2019-03-31 | $8.6M | 96k | 90.00 |
| 2018-12-31 | $8.2M | 95k | 86.30 |
| 2018-09-30 | $8.0M | 100k | 80.02 |
| 2018-06-30 | $5.9M | 74k | 79.08 |
| 2018-03-31 | $5.5M | 72k | 77.10 |
| 2017-12-31 | $6.1M | 72k | 84.11 |
| 2017-09-30 | $3.6M | 47k | 77.08 |
| 2017-06-30 | $2.7M | 32k | 83.58 |
More positions owned by Captrust Financial Advisors
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