Duke Energy shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 183k | 123.75 |
| 2025-06-30 | $20M | 169k | 118.00 |
| 2025-03-31 | $21M | 170k | 121.97 |
| 2024-12-31 | $13M | 116k | 107.74 |
| 2024-09-30 | $10M | 87k | 115.30 |
| 2024-06-30 | $6.2M | 62k | 100.23 |
| 2024-03-31 | $5.7M | 59k | 96.71 |
| 2023-12-31 | $5.1M | 53k | 97.04 |
| 2023-09-30 | $4.8M | 54k | 88.26 |
| 2023-06-30 | $5.1M | 57k | 89.74 |
| 2023-03-31 | $5.5M | 57k | 96.47 |
| 2022-12-31 | $5.7M | 55k | 102.99 |
| 2022-09-30 | $4.9M | 52k | 93.03 |
| 2022-06-30 | $5.6M | 52k | 107.22 |
| 2022-03-31 | $5.9M | 52k | 111.66 |
| 2021-12-31 | $5.5M | 52k | 104.90 |
| 2021-09-30 | $5.4M | 55k | 97.60 |
| 2021-03-31 | $6.4M | 66k | 96.53 |
| 2020-09-30 | $4.2M | 48k | 88.57 |
| 2020-06-30 | $3.6M | 45k | 79.90 |
| 2020-03-31 | $3.1M | 39k | 80.87 |
| 2019-12-31 | $3.4M | 38k | 91.20 |
| 2019-09-30 | $3.5M | 37k | 95.86 |
| 2019-06-30 | $3.2M | 36k | 88.23 |
| 2019-03-31 | $3.2M | 36k | 90.00 |
| 2018-12-31 | $3.2M | 37k | 86.30 |
| 2018-09-30 | $2.6M | 33k | 80.01 |
| 2018-06-30 | $2.1M | 26k | 79.08 |
| 2018-03-31 | $1.5M | 20k | 77.47 |
| 2017-12-31 | $1.6M | 19k | 84.08 |
| 2017-09-30 | $1.6M | 19k | 83.91 |
| 2017-06-30 | $1.4M | 17k | 83.56 |
| 2017-03-31 | $1.3M | 16k | 81.99 |
| 2016-12-31 | $761k | 9.8k | 77.59 |
More positions owned by Steward Partners Investment Advisory
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