Duke Energy shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 14k | 130.30 |
| 2025-12-31 | $2.4M | 21k | 117.21 |
| 2025-09-30 | $2.7M | 22k | 123.75 |
| 2025-06-30 | $1.6M | 13k | 118.00 |
| 2025-03-31 | $1.1M | 8.8k | 121.97 |
| 2024-12-31 | $813k | 7.5k | 107.74 |
| 2024-09-30 | $246k | 2.1k | 115.30 |
| 2024-06-30 | $210k | 2.1k | 100.24 |
| 2024-03-31 | $193k | 2.0k | 96.73 |
| 2023-12-31 | $166k | 1.7k | 97.03 |
| 2023-09-30 | $154k | 1.7k | 88.27 |
| 2023-06-30 | $151k | 1.7k | 89.73 |
| 2023-03-31 | $176k | 1.8k | 96.49 |
| 2022-12-31 | $179k | 1.7k | 103.00 |
| 2022-09-30 | $166k | 1.8k | 92.89 |
| 2022-06-30 | $169k | 1.6k | 107.30 |
| 2022-03-31 | $174k | 1.6k | 111.90 |
| 2021-12-31 | $160k | 1.5k | 105.19 |
| 2021-09-30 | $146k | 1.5k | 97.59 |
| 2021-06-30 | $146k | 1.5k | 98.78 |
| 2020-12-31 | $131k | 1.4k | 91.29 |
| 2020-09-30 | $129k | 1.5k | 88.36 |
| 2020-06-30 | $116k | 1.5k | 79.89 |
| 2020-03-31 | $117k | 1.4k | 81.02 |
| 2019-12-31 | $196k | 2.1k | 91.38 |
| 2019-09-30 | $204k | 2.1k | 95.77 |
| 2019-06-30 | $187k | 2.1k | 88.37 |
| 2018-12-31 | $180k | 2.1k | 86.29 |
| 2018-09-30 | $226k | 2.8k | 79.92 |
| 2018-06-30 | $235k | 3.0k | 79.04 |
| 2018-03-31 | $228k | 3.0k | 77.26 |
| 2017-12-31 | $301k | 3.6k | 83.89 |
| 2017-09-30 | $283k | 3.4k | 83.80 |
| 2017-06-30 | $271k | 3.2k | 83.46 |
| 2017-03-31 | $255k | 3.1k | 81.89 |
| 2016-12-31 | $234k | 3.0k | 77.46 |