Duke Energy shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 55k | 123.75 |
| 2025-06-30 | $5.6M | 47k | 118.00 |
| 2025-03-31 | $5.3M | 44k | 121.97 |
| 2024-12-31 | $5.0M | 47k | 107.74 |
| 2024-09-30 | $5.5M | 48k | 115.30 |
| 2024-06-30 | $4.7M | 47k | 100.23 |
| 2024-03-31 | $4.8M | 50k | 96.71 |
| 2023-12-31 | $4.8M | 50k | 97.04 |
| 2023-09-30 | $4.3M | 49k | 88.26 |
| 2023-06-30 | $4.1M | 46k | 89.74 |
| 2023-03-31 | $4.0M | 42k | 96.47 |
| 2022-12-31 | $4.4M | 43k | 102.99 |
| 2022-09-30 | $4.1M | 44k | 93.03 |
| 2022-06-30 | $4.1M | 38k | 107.20 |
| 2022-03-31 | $4.1M | 37k | 111.67 |
| 2021-12-31 | $3.6M | 34k | 104.90 |
| 2021-09-30 | $3.2M | 33k | 97.58 |
| 2021-06-30 | $3.3M | 33k | 98.72 |
| 2021-03-31 | $3.3M | 34k | 96.52 |
| 2020-12-31 | $3.2M | 35k | 91.56 |
| 2020-09-30 | $5.0M | 56k | 88.56 |
| 2020-06-30 | $5.2M | 65k | 79.90 |
| 2020-03-31 | $5.0M | 61k | 80.88 |
| 2019-12-31 | $5.0M | 55k | 91.20 |
| 2019-09-30 | $5.1M | 53k | 95.86 |
| 2019-06-30 | $4.8M | 54k | 88.23 |
| 2019-03-31 | $4.8M | 53k | 90.00 |
| 2018-12-31 | $4.5M | 52k | 86.31 |
| 2018-09-30 | $4.3M | 54k | 80.02 |
| 2018-06-30 | $3.8M | 48k | 79.07 |
| 2018-03-31 | $3.8M | 50k | 77.48 |
| 2017-12-31 | $3.9M | 46k | 84.11 |
| 2017-09-30 | $4.0M | 47k | 83.93 |
| 2017-06-30 | $3.8M | 45k | 83.58 |
| 2017-03-31 | $3.6M | 44k | 82.01 |
| 2016-12-31 | $3.4M | 44k | 77.62 |
| 2016-09-30 | $3.1M | 39k | 80.04 |
| 2016-06-30 | $1.8M | 21k | 85.78 |
| 2016-03-31 | $1.6M | 20k | 80.69 |
| 2015-12-31 | $1.4M | 19k | 71.37 |
| 2015-09-30 | $1.4M | 20k | 71.94 |
| 2015-06-30 | $1.5M | 21k | 70.60 |
| 2015-03-31 | $2.2M | 29k | 76.79 |
| 2014-12-31 | $2.3M | 28k | 83.56 |
| 2014-09-30 | $2.3M | 30k | 74.76 |
| 2014-06-30 | $2.1M | 29k | 74.14 |