Duke Energy shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $118k | 950 | 123.69 |
| 2025-06-30 | $103k | 869 | 117.94 |
| 2025-03-31 | $106k | 869 | 121.91 |
| 2024-12-31 | $166k | 1.5k | 107.73 |
| 2024-09-30 | $141k | 1.2k | 115.32 |
| 2024-06-30 | $112k | 1.1k | 100.19 |
| 2024-03-31 | $96k | 992 | 96.67 |
| 2023-12-31 | $81k | 834 | 96.99 |
| 2023-09-30 | $104k | 1.2k | 88.25 |
| 2023-06-30 | $106k | 1.2k | 89.73 |
| 2023-03-31 | $128k | 1.3k | 96.46 |
| 2022-12-31 | $136k | 1.3k | 103.02 |
| 2022-09-30 | $123k | 1.3k | 93.32 |
| 2022-06-30 | $148k | 1.4k | 107.25 |
| 2022-03-31 | $146k | 1.3k | 111.28 |
| 2021-12-31 | $166k | 1.6k | 104.67 |
| 2021-09-30 | $117k | 1.2k | 97.66 |
| 2021-06-30 | $134k | 1.4k | 98.67 |
| 2021-03-31 | $139k | 1.4k | 96.86 |
| 2020-12-31 | $130k | 1.4k | 91.36 |
| 2020-09-30 | $194k | 2.2k | 88.46 |
| 2020-06-30 | $231k | 2.9k | 79.82 |
| 2020-03-31 | $236k | 2.9k | 80.93 |
| 2019-12-31 | $250k | 2.7k | 91.31 |
| 2019-09-30 | $640k | 6.7k | 95.82 |
| 2019-06-30 | $525k | 6.0k | 88.18 |
| 2019-03-31 | $536k | 6.0k | 90.05 |
| 2018-12-31 | $500k | 5.8k | 86.25 |
| 2018-09-30 | $456k | 5.7k | 80.04 |
| 2018-06-30 | $421k | 5.3k | 79.08 |
| 2018-03-31 | $432k | 5.6k | 77.52 |
| 2017-12-31 | $29k | 342 | 84.80 |
| 2017-09-30 | $126k | 1.5k | 83.67 |
| 2017-06-30 | $139k | 1.7k | 83.38 |
| 2017-03-31 | $198k | 2.4k | 81.85 |
| 2016-12-31 | $206k | 2.7k | 77.59 |
| 2016-09-30 | $222k | 2.8k | 80.14 |
| 2016-06-30 | $235k | 2.7k | 85.61 |
| 2016-03-31 | $151k | 1.9k | 80.62 |
| 2015-12-31 | $135k | 1.9k | 71.16 |
| 2015-09-30 | $134k | 1.9k | 71.70 |
| 2015-06-30 | $111k | 1.6k | 70.39 |
| 2015-03-31 | $120k | 1.6k | 76.82 |
| 2014-12-31 | $141k | 1.7k | 83.58 |
| 2014-09-30 | $28k | 378 | 74.07 |
| 2014-06-30 | $90k | 1.2k | 73.83 |
| 2014-03-31 | $9.0k | 129 | 69.77 |
| 2013-12-31 | $29k | 422 | 68.72 |
| 2013-09-30 | $9.0k | 131 | 68.70 |
| 2013-06-30 | $37k | 541 | 68.39 |
More positions owned by Plante Moran Financial Advisors
View all positions for Plante Moran Financial Advisors