Duke Energy shares owned by RIA Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by RIA Advisory Group
from 13F filings
Historical chart of RIA Advisory Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by RIA Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 2.1k | 123.74 |
| 2025-03-31 | $882k | 7.2k | 121.97 |
| 2024-12-31 | $500k | 4.6k | 107.74 |
| 2024-09-30 | $522k | 4.5k | 115.29 |
| 2024-03-31 | $386k | 4.0k | 96.70 |
| 2023-09-30 | $564k | 6.4k | 88.26 |
| 2023-06-30 | $574k | 6.4k | 89.75 |
| 2023-03-31 | $408k | 4.2k | 96.47 |
| 2022-12-31 | $442k | 4.3k | 102.96 |