Duke Energy shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 1.8k | 123.75 |
| 2025-06-30 | $211k | 1.8k | 118.00 |
| 2025-03-31 | $218k | 1.8k | 121.97 |
| 2024-12-31 | $220k | 2.0k | 107.74 |
| 2024-09-30 | $236k | 2.0k | 115.30 |
| 2024-06-30 | $274k | 2.7k | 100.23 |
| 2023-03-31 | $108k | 1.1k | 96.47 |
| 2022-12-31 | $114k | 1.1k | 102.99 |
| 2022-09-30 | $92k | 990 | 92.93 |
| 2022-06-30 | $160k | 1.5k | 107.02 |
| 2022-03-31 | $162k | 1.4k | 111.96 |
| 2021-12-31 | $118k | 1.1k | 104.80 |
| 2021-09-30 | $133k | 1.4k | 97.44 |
| 2021-06-30 | $129k | 1.3k | 98.47 |
| 2021-03-31 | $117k | 1.2k | 96.14 |
| 2020-12-31 | $109k | 1.2k | 91.29 |
| 2020-09-30 | $97k | 1.1k | 88.83 |
| 2020-06-30 | $78k | 973 | 80.16 |
| 2020-03-31 | $80k | 986 | 81.14 |
| 2019-12-31 | $94k | 1.0k | 91.53 |
| 2019-09-30 | $98k | 1.0k | 95.42 |
| 2019-06-30 | $36k | 410 | 87.80 |
| 2019-03-31 | $42k | 471 | 89.17 |
| 2018-12-31 | $31k | 362 | 85.64 |
| 2018-09-30 | $29k | 361 | 80.33 |
| 2018-06-30 | $29k | 361 | 80.33 |
| 2018-03-31 | $30k | 383 | 78.33 |
| 2017-12-31 | $66k | 783 | 84.29 |
| 2017-09-30 | $32k | 383 | 83.55 |
| 2017-06-30 | $32k | 384 | 83.33 |
| 2017-03-31 | $31k | 384 | 80.73 |
| 2016-12-31 | $20k | 252 | 79.37 |
| 2016-09-30 | $26k | 321 | 81.00 |
| 2016-06-30 | $23k | 265 | 86.79 |
| 2015-12-31 | $48k | 676 | 71.01 |
| 2015-09-30 | $49k | 676 | 72.49 |
| 2015-06-30 | $47k | 662 | 71.00 |
| 2015-03-31 | $47k | 612 | 76.80 |
| 2014-12-31 | $51k | 612 | 83.33 |
| 2014-09-30 | $41k | 546 | 75.09 |
| 2014-06-30 | $41k | 546 | 75.09 |
| 2014-03-31 | $41k | 570 | 71.93 |