Duke Energy shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 5.4k | 123.76 |
| 2025-06-30 | $449k | 3.8k | 118.00 |
| 2025-03-31 | $593k | 4.9k | 121.97 |
| 2024-12-31 | $528k | 4.9k | 107.73 |
| 2024-09-30 | $563k | 4.9k | 115.30 |
| 2024-06-30 | $513k | 5.1k | 100.24 |
| 2024-03-31 | $397k | 4.1k | 96.72 |
| 2023-12-31 | $506k | 5.2k | 97.03 |
| 2023-09-30 | $582k | 6.6k | 88.26 |
| 2023-06-30 | $490k | 5.5k | 89.74 |
| 2023-03-31 | $363k | 3.8k | 96.47 |
| 2022-12-31 | $341k | 3.3k | 102.98 |
| 2022-09-30 | $290k | 3.1k | 92.92 |
| 2022-06-30 | $337k | 3.1k | 107.09 |
| 2022-03-31 | $344k | 3.1k | 111.69 |
| 2021-12-31 | $420k | 4.0k | 104.87 |
| 2021-09-30 | $230k | 2.4k | 97.87 |
| 2021-06-30 | $319k | 3.2k | 98.73 |
| 2021-03-31 | $304k | 3.1k | 96.54 |
| 2020-12-31 | $304k | 3.3k | 91.43 |