Duke Energy shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 4.5k | 123.75 |
| 2025-06-30 | $602k | 5.1k | 117.99 |
| 2025-03-31 | $418k | 3.4k | 121.97 |
| 2024-12-31 | $380k | 3.5k | 107.74 |
| 2024-09-30 | $514k | 4.5k | 115.29 |
| 2024-06-30 | $731k | 7.3k | 100.24 |
| 2024-03-31 | $1.0M | 11k | 96.70 |
| 2023-12-31 | $693k | 7.1k | 97.04 |
| 2023-09-30 | $638k | 7.2k | 88.26 |
| 2023-06-30 | $598k | 6.7k | 89.74 |
| 2023-03-31 | $489k | 5.1k | 96.47 |
| 2022-12-31 | $665k | 6.5k | 102.99 |
| 2022-09-30 | $328k | 3.5k | 92.94 |
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