Duke Energy shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $323k | 3.7k | 88.26 |
| 2023-06-30 | $477k | 5.3k | 89.74 |
| 2023-03-31 | $500k | 5.2k | 96.47 |
| 2022-12-31 | $524k | 5.1k | 102.99 |
| 2022-09-30 | $536k | 5.8k | 93.02 |
| 2022-06-30 | $454k | 4.2k | 107.21 |
| 2022-03-31 | $429k | 3.8k | 111.66 |
| 2021-12-31 | $342k | 3.3k | 104.90 |
| 2021-09-30 | $272k | 2.8k | 97.60 |
| 2021-06-30 | $256k | 2.6k | 98.73 |
| 2021-03-31 | $250k | 2.6k | 96.54 |
| 2020-12-31 | $235k | 2.6k | 91.57 |
| 2020-09-30 | $224k | 2.5k | 88.57 |
| 2020-06-30 | $202k | 2.5k | 79.89 |
| 2020-03-31 | $205k | 2.5k | 80.88 |
| 2019-12-31 | $231k | 2.5k | 91.21 |
| 2019-09-30 | $242k | 2.5k | 95.86 |
| 2019-06-30 | $204k | 2.3k | 88.24 |
| 2019-03-31 | $207k | 2.3k | 90.00 |
| 2018-12-31 | $198k | 2.3k | 86.30 |
| 2018-09-30 | $183k | 2.3k | 80.02 |
| 2018-06-30 | $212k | 2.7k | 79.08 |
| 2018-03-31 | $227k | 2.9k | 77.47 |
| 2017-12-31 | $266k | 3.2k | 84.11 |
| 2017-09-30 | $266k | 3.2k | 83.92 |
| 2017-06-30 | $265k | 3.2k | 83.59 |
| 2017-03-31 | $96k | 1.2k | 82.01 |
| 2016-12-31 | $92k | 1.2k | 77.62 |
| 2016-09-30 | $137k | 1.7k | 80.04 |
| 2016-06-30 | $146k | 1.7k | 85.79 |
| 2016-03-31 | $129k | 1.6k | 80.68 |