Duke Energy shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 34k | 123.75 |
| 2025-06-30 | $3.9M | 33k | 118.00 |
| 2025-03-31 | $370k | 3.0k | 121.97 |
| 2024-12-31 | $266k | 2.5k | 107.72 |
| 2024-09-30 | $271k | 2.4k | 115.29 |
| 2024-06-30 | $242k | 2.4k | 100.23 |
| 2024-03-31 | $251k | 2.6k | 96.71 |
| 2023-12-31 | $336k | 3.5k | 97.05 |