Duke Energy shares owned by Milestone Advisory Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Milestone Advisory Partners
from 13F filings
Historical chart of Milestone Advisory Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Milestone Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $351k | 4.0k | 88.26 |
| 2023-06-30 | $357k | 4.0k | 89.74 |
| 2023-03-31 | $527k | 5.5k | 96.47 |
| 2022-12-31 | $578k | 5.6k | 102.99 |
| 2022-09-30 | $522k | 5.6k | 93.06 |
| 2022-06-30 | $571k | 5.2k | 109.62 |
| 2022-03-31 | $582k | 5.2k | 111.73 |
| 2021-12-31 | $361k | 3.4k | 104.97 |
| 2021-09-30 | $364k | 3.7k | 97.69 |
| 2021-06-30 | $368k | 3.7k | 98.77 |
| 2021-03-31 | $360k | 3.7k | 96.62 |
| 2020-12-31 | $341k | 3.7k | 91.52 |
| 2020-09-30 | $330k | 3.7k | 88.57 |
| 2020-06-30 | $298k | 3.7k | 79.98 |
| 2020-03-31 | $266k | 3.3k | 80.95 |
| 2019-12-31 | $300k | 3.3k | 91.30 |
| 2019-09-30 | $315k | 3.3k | 95.86 |
| 2019-06-30 | $290k | 3.3k | 88.25 |
| 2019-03-31 | $256k | 2.8k | 89.98 |
More positions owned by Milestone Advisory Partners
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