Duke Energy shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6k | 13 | 123.77 |
| 2025-06-30 | $37k | 310 | 118.00 |
| 2025-03-31 | $1.6k | 13 | 122.00 |
| 2024-12-31 | $1.4k | 13 | 107.77 |
| 2024-09-30 | $1.5k | 13 | 115.31 |
| 2024-06-30 | $1.3k | 13 | 100.23 |
| 2024-03-31 | $1.3k | 13 | 96.77 |
| 2023-12-31 | $1.3k | 13 | 97.08 |
| 2023-09-30 | $2.4k | 27 | 88.30 |
| 2023-06-30 | $2.4k | 27 | 89.74 |
| 2023-03-31 | $2.8k | 29 | 96.48 |
| 2022-12-31 | $3.0k | 29 | 103.00 |