Duke Energy shares owned by Petra Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Petra Financial Advisors
from 13F filings
Historical chart of Petra Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Petra Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $630k | 5.1k | 123.76 |
| 2025-06-30 | $599k | 5.1k | 118.00 |
| 2025-03-31 | $617k | 5.1k | 121.97 |
| 2024-12-31 | $546k | 5.1k | 107.73 |
| 2024-09-30 | $582k | 5.0k | 115.29 |
| 2024-06-30 | $448k | 4.5k | 100.23 |
| 2024-03-31 | $420k | 4.3k | 96.72 |
| 2023-12-31 | $407k | 4.2k | 97.04 |
| 2023-09-30 | $511k | 5.8k | 88.26 |
| 2023-06-30 | $506k | 5.6k | 89.74 |
| 2023-03-31 | $543k | 5.6k | 96.47 |
| 2022-12-31 | $580k | 5.6k | 102.99 |