Duke Energy shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $343k | 3.2k | 107.74 |
| 2024-09-30 | $367k | 3.2k | 115.30 |
| 2024-06-30 | $276k | 2.8k | 100.23 |
| 2024-03-31 | $313k | 3.2k | 96.72 |
| 2023-12-31 | $304k | 3.1k | 97.05 |
| 2023-09-30 | $276k | 3.1k | 88.27 |
| 2023-06-30 | $292k | 3.3k | 89.75 |
| 2023-03-31 | $313k | 3.2k | 96.47 |
| 2022-12-31 | $320k | 3.1k | 103.00 |
| 2022-03-31 | $259k | 2.3k | 111.88 |
| 2021-12-31 | $242k | 2.3k | 104.72 |
| 2019-03-31 | $585k | 6.5k | 89.97 |
| 2018-12-31 | $561k | 6.5k | 86.28 |
| 2018-09-30 | $520k | 6.5k | 79.98 |
| 2018-06-30 | $514k | 6.5k | 79.05 |
| 2018-03-31 | $504k | 6.5k | 77.51 |
| 2017-12-31 | $551k | 6.6k | 84.10 |