Duke Energy shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 96.71 |
| 2023-12-31 | $1.1M | 11k | 97.05 |
| 2023-09-30 | $965k | 11k | 88.26 |
| 2023-06-30 | $799k | 8.9k | 89.74 |
| 2023-03-31 | $970k | 10k | 96.47 |
| 2022-12-31 | $1.2M | 11k | 102.99 |
| 2022-09-30 | $929k | 11k | 88.24 |
| 2022-06-30 | $1.1M | 10k | 107.84 |
| 2022-03-31 | $1.2M | 12k | 107.84 |
| 2021-12-31 | $1.1M | 11k | 107.84 |