Duke Energy shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 68k | 96.71 |
| 2023-12-31 | $6.9M | 72k | 97.04 |
| 2023-09-30 | $6.2M | 70k | 88.26 |
| 2023-06-30 | $6.2M | 69k | 89.74 |
| 2023-03-31 | $6.4M | 67k | 96.47 |
| 2022-12-31 | $5.9M | 58k | 102.99 |
| 2022-09-30 | $5.3M | 57k | 93.02 |
| 2022-06-30 | $5.6M | 52k | 107.21 |
| 2022-03-31 | $5.4M | 48k | 111.37 |
| 2021-12-31 | $4.8M | 45k | 104.90 |
| 2021-09-30 | $3.7M | 38k | 97.58 |
| 2021-06-30 | $3.4M | 34k | 98.61 |
| 2021-03-31 | $3.1M | 32k | 96.36 |
| 2020-12-31 | $2.5M | 28k | 91.52 |
| 2020-09-30 | $7.8M | 87k | 88.76 |
| 2020-06-30 | $2.3M | 29k | 80.06 |
| 2020-03-31 | $2.2M | 28k | 80.77 |
| 2019-12-31 | $2.5M | 28k | 91.11 |
| 2019-09-30 | $1.5M | 16k | 96.00 |
| 2019-06-30 | $948k | 11k | 88.28 |
| 2019-03-31 | $918k | 10k | 89.96 |
| 2018-12-31 | $826k | 9.6k | 86.42 |
More positions owned by H D Vest Advisory Services
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