Duke Energy shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $725k | 7.5k | 96.71 |
| 2023-12-31 | $727k | 7.5k | 97.04 |
| 2023-09-30 | $665k | 7.5k | 88.26 |
| 2023-06-30 | $676k | 7.5k | 89.74 |
| 2023-03-31 | $751k | 7.8k | 96.47 |
| 2022-12-31 | $802k | 7.8k | 102.99 |
| 2022-09-30 | $724k | 7.8k | 92.98 |
| 2022-06-30 | $830k | 7.7k | 107.19 |
| 2022-03-31 | $865k | 7.7k | 111.71 |
| 2021-12-31 | $812k | 7.7k | 104.86 |
| 2021-09-30 | $796k | 8.2k | 97.62 |
| 2021-06-30 | $1.0M | 11k | 98.71 |
| 2021-03-31 | $1.0M | 11k | 96.53 |
| 2020-12-31 | $969k | 11k | 91.53 |
| 2020-09-30 | $913k | 10k | 88.60 |
| 2020-06-30 | $655k | 8.2k | 79.89 |
| 2020-03-31 | $663k | 8.2k | 80.91 |
| 2019-12-31 | $747k | 8.2k | 91.22 |
| 2019-09-30 | $784k | 8.2k | 95.80 |
| 2019-06-30 | $702k | 8.0k | 88.29 |
| 2019-03-31 | $715k | 7.9k | 89.98 |
| 2018-12-31 | $685k | 7.9k | 86.25 |
| 2018-09-30 | $673k | 8.4k | 80.00 |
| 2018-06-30 | $687k | 8.7k | 79.06 |
| 2018-03-31 | $673k | 8.7k | 77.49 |
| 2017-12-31 | $730k | 8.7k | 84.11 |
| 2017-09-30 | $707k | 8.4k | 83.92 |
| 2017-06-30 | $721k | 8.6k | 83.61 |
| 2017-03-31 | $672k | 8.2k | 81.96 |
| 2016-12-31 | $611k | 7.9k | 77.64 |
| 2016-09-30 | $712k | 8.9k | 80.09 |
| 2016-06-30 | $791k | 9.2k | 85.81 |
| 2016-03-31 | $905k | 11k | 80.70 |
| 2015-12-31 | $743k | 10k | 71.37 |
| 2015-09-30 | $609k | 8.5k | 71.99 |
| 2015-03-31 | $652k | 8.5k | 76.81 |
| 2014-12-31 | $719k | 17k | 42.58 |
| 2014-09-30 | $653k | 8.7k | 74.97 |
| 2014-06-30 | $502k | 7.1k | 71.17 |
| 2014-03-31 | $502k | 7.1k | 71.17 |
| 2013-12-31 | $494k | 7.2k | 69.03 |
| 2013-09-30 | $487k | 7.3k | 66.83 |
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