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Duke Energy shares owned by Advisor

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Advisor from 13F filings

Historical chart of Advisor investment in Duke Energy

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All positions including Duke Energy held by Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $15M 165k 91.33
2019-09-30 $16M 166k 95.98
2019-06-30 $15M 164k 88.34
2019-03-31 $14M 154k 90.10
2018-12-31 $14M 160k 86.38
2018-09-30 $8.5M 106k 80.08
2018-06-30 $7.0M 88k 79.13
2018-03-31 $7.3M 94k 77.54
2017-12-31 $8.1M 96k 84.17
2017-09-30 $7.6M 91k 83.99
2017-06-30 $5.8M 78k 75.00
2017-03-31 $5.4M 74k 72.95
2016-12-31 $4.7M 68k 68.87
2016-09-30 $5.2M 71k 72.63
2016-06-30 $5.3M 62k 85.74