Duke Energy shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.1M | 33k | 93.02 |
| 2022-06-30 | $4.3M | 40k | 107.05 |
| 2022-03-31 | $4.3M | 39k | 111.09 |
| 2021-12-31 | $3.8M | 36k | 103.96 |
| 2021-09-30 | $3.5M | 35k | 97.79 |
| 2021-06-30 | $3.6M | 37k | 98.72 |
| 2021-03-31 | $2.0M | 21k | 96.51 |
| 2020-12-31 | $1.9M | 21k | 91.57 |
| 2020-09-30 | $1.9M | 21k | 88.55 |
| 2020-06-30 | $1.8M | 22k | 82.08 |
| 2020-03-31 | $1.7M | 22k | 77.70 |
| 2019-12-31 | $2.0M | 22k | 91.19 |
| 2019-09-30 | $2.0M | 21k | 96.19 |
| 2019-06-30 | $1.9M | 22k | 87.49 |
| 2019-03-31 | $1.8M | 20k | 89.14 |
| 2018-12-31 | $1.7M | 20k | 84.41 |
| 2018-09-30 | $1.6M | 20k | 80.01 |