Duke Energy shares owned by United Advisor Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 2.8k | 123.73 |
| 2025-06-30 | $272k | 2.3k | 118.01 |
| 2025-03-31 | $254k | 2.1k | 121.97 |
| 2024-12-31 | $342k | 3.2k | 107.76 |
| 2024-09-30 | $294k | 2.6k | 115.30 |