Duke Energy shares owned by Oak Hill Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Oak Hill Wealth Advisors
from 13F filings
Historical chart of Oak Hill Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Oak Hill 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 Oak Hill Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $885k | 7.1k | 123.75 |
| 2025-06-30 | $884k | 7.6k | 116.32 |
| 2025-03-31 | $694k | 5.7k | 121.97 |
| 2024-12-31 | $514k | 4.8k | 107.75 |
| 2024-09-30 | $304k | 2.6k | 115.29 |
| 2024-06-30 | $285k | 2.8k | 100.23 |
| 2024-03-31 | $226k | 2.3k | 96.69 |
| 2023-12-31 | $338k | 3.5k | 97.04 |
| 2023-09-30 | $644k | 7.3k | 88.26 |
| 2023-06-30 | $664k | 7.4k | 89.79 |
| 2023-03-31 | $752k | 7.8k | 96.41 |
| 2022-12-31 | $849k | 8.2k | 102.99 |