Duke Energy shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Duke Energy
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All positions including Duke Energy held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 123.75 |
| 2025-06-30 | $1.4M | 12k | 118.00 |
| 2025-03-31 | $1.5M | 12k | 121.97 |
| 2024-12-31 | $1.3M | 12k | 107.74 |
| 2024-09-30 | $1.2M | 10k | 115.30 |
| 2024-06-30 | $1.0M | 10k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-12-31 | $1.3M | 13k | 97.04 |
| 2023-09-30 | $1.0M | 11k | 88.26 |
| 2023-06-30 | $1.2M | 13k | 89.74 |
| 2023-03-31 | $1.1M | 12k | 96.47 |
| 2022-12-31 | $1.3M | 12k | 102.99 |
| 2022-09-30 | $1.1M | 12k | 93.06 |
| 2022-06-30 | $1.3M | 12k | 107.22 |
| 2022-03-31 | $1.3M | 12k | 111.69 |
| 2021-12-31 | $1.2M | 11k | 104.91 |
| 2021-09-30 | $1.0M | 11k | 97.62 |
| 2021-06-30 | $983k | 10k | 98.70 |
| 2021-03-31 | $900k | 9.3k | 96.55 |
| 2020-12-31 | $746k | 8.2k | 91.53 |
| 2020-09-30 | $785k | 8.1k | 97.15 |
| 2020-06-30 | $620k | 7.8k | 79.91 |
| 2020-03-31 | $543k | 6.7k | 80.82 |
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