Duke Energy shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 17k | 96.75 |
| 2023-12-31 | $888k | 9.1k | 97.04 |
| 2023-09-30 | $752k | 8.5k | 88.26 |
| 2023-06-30 | $1.1M | 12k | 89.73 |
| 2023-03-31 | $1.1B | 11k | 96468.32 |
| 2022-12-31 | $979M | 9.5k | 102986.16 |
| 2022-09-30 | $870k | 9.4k | 93.02 |
| 2022-06-30 | $899k | 8.4k | 107.39 |
| 2022-03-31 | $1.3M | 12k | 111.67 |
| 2021-12-31 | $1.2M | 11k | 103.63 |
| 2021-09-30 | $1.0M | 11k | 97.64 |
| 2021-06-30 | $1.0M | 11k | 91.56 |
| 2021-03-31 | $1.1M | 11k | 96.49 |
| 2020-12-31 | $697k | 7.6k | 91.21 |
| 2020-09-30 | $580k | 6.3k | 91.41 |
| 2020-06-30 | $509k | 6.4k | 79.97 |
| 2020-03-31 | $576k | 7.1k | 80.64 |
| 2019-12-31 | $661k | 7.3k | 91.07 |
| 2019-09-30 | $636k | 6.6k | 95.84 |
| 2019-06-30 | $598k | 6.8k | 88.21 |
| 2019-03-31 | $553k | 6.1k | 90.01 |
| 2018-12-31 | $472k | 5.5k | 86.32 |
| 2018-09-30 | $444k | 5.5k | 80.07 |
| 2018-06-30 | $368k | 4.7k | 79.14 |