Duke Energy shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.9M | 21k | 88.26 |
| 2023-06-30 | $1.9M | 21k | 89.74 |
| 2023-03-31 | $2.1M | 22k | 96.47 |
| 2022-12-31 | $2.4M | 23k | 102.99 |
| 2022-09-30 | $2.3M | 25k | 93.04 |
| 2022-06-30 | $2.3M | 21k | 107.23 |
| 2022-03-31 | $2.4M | 21k | 111.64 |
| 2021-12-31 | $2.2M | 21k | 104.88 |