Duke Energy shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 6.4k | 123.76 |
| 2025-06-30 | $401k | 3.4k | 118.00 |
| 2025-03-31 | $400k | 3.3k | 121.97 |
| 2024-12-31 | $359k | 3.3k | 107.75 |
| 2024-09-30 | $423k | 3.7k | 115.31 |
| 2024-06-30 | $371k | 3.7k | 100.22 |
| 2024-03-31 | $6.5M | 68k | 96.71 |
| 2023-12-31 | $6.3M | 65k | 97.04 |
| 2023-09-30 | $6.1M | 69k | 88.26 |
| 2023-06-30 | $5.8M | 65k | 89.74 |
| 2023-03-31 | $5.3M | 55k | 96.47 |
| 2022-12-31 | $4.8M | 47k | 102.99 |
| 2022-09-30 | $3.6M | 39k | 93.03 |
| 2022-06-30 | $3.6M | 33k | 107.21 |
| 2022-03-31 | $3.0M | 27k | 111.65 |
| 2021-12-31 | $2.2M | 21k | 104.88 |
| 2021-09-30 | $1.9M | 19k | 97.60 |
| 2021-06-30 | $1.8M | 18k | 98.73 |
| 2021-03-31 | $1.5M | 15k | 96.51 |
| 2020-12-31 | $1.1M | 12k | 91.56 |
| 2020-09-30 | $829k | 9.4k | 88.58 |
| 2020-06-30 | $651k | 8.2k | 79.85 |
| 2020-03-31 | $425k | 5.3k | 80.95 |
| 2019-12-31 | $407k | 4.5k | 91.15 |
More positions owned by Soltis Investment Advisors
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