Duke Energy shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 1.6k | 123.75 |
| 2025-03-31 | $208k | 1.7k | 121.97 |
| 2021-09-30 | $136k | 1.4k | 97.28 |
| 2021-06-30 | $140k | 1.4k | 100.14 |
| 2021-03-31 | $135k | 1.4k | 96.57 |
| 2020-12-31 | $113k | 1.2k | 91.72 |