Duke Energy shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 4.0k | 123.75 |
| 2025-06-30 | $451k | 3.8k | 118.00 |