Duke Energy shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $157k | 1.3k | 123.77 |
| 2025-06-30 | $149k | 1.3k | 117.98 |
| 2025-03-31 | $160k | 1.3k | 121.99 |
| 2024-12-31 | $141k | 1.3k | 107.72 |
| 2024-09-30 | $151k | 1.3k | 115.32 |
| 2024-06-30 | $131k | 1.3k | 100.21 |
| 2024-03-31 | $127k | 1.3k | 96.73 |
| 2023-12-31 | $127k | 1.3k | 97.02 |
| 2023-09-30 | $116k | 1.3k | 88.27 |
| 2023-06-30 | $117k | 1.3k | 89.71 |
| 2023-03-31 | $126k | 1.3k | 96.47 |
| 2022-12-31 | $133k | 1.3k | 101.86 |
More positions owned by New England Capital Financial Advisors
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