Duke Energy shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $963k | 8.2k | 117.21 |
| 2025-09-30 | $2.5M | 20k | 123.75 |
| 2025-06-30 | $919k | 7.8k | 117.99 |
| 2025-03-31 | $1.1M | 8.7k | 121.97 |
| 2024-12-31 | $998k | 9.3k | 107.74 |
| 2024-09-30 | $855k | 7.4k | 115.30 |
| 2024-06-30 | $752k | 7.5k | 100.22 |
| 2024-03-31 | $785k | 8.1k | 96.71 |
| 2023-12-31 | $2.9M | 30k | 97.04 |
| 2023-09-30 | $5.1M | 58k | 88.26 |
| 2023-06-30 | $5.3M | 59k | 89.74 |
| 2023-03-31 | $5.7M | 59k | 96.47 |
| 2022-12-31 | $6.4M | 63k | 102.99 |
| 2022-09-30 | $12M | 133k | 93.02 |
| 2022-06-30 | $12M | 116k | 107.21 |
| 2022-03-31 | $359k | 3.2k | 111.80 |
| 2021-12-31 | $222k | 2.1k | 104.72 |
More positions owned by U.S. Capital Wealth Advisors
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