Duke Energy shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Southeast Asset Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $605k | 4.9k | 123.75 |
| 2025-06-30 | $580k | 4.9k | 118.00 |
| 2025-03-31 | $595k | 4.9k | 121.97 |