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Duke Energy shares owned by ROI Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by ROI Financial Advisors from 13F filings

Historical chart of ROI Financial Advisors investment in Duke Energy

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All positions including Duke Energy held by ROI Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 12k 100.23
2024-03-31 $1.2M 13k 96.68