DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 55,620 Value ($000) $6,519 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 52,510 Value ($000) $6,498 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 50,841 Value ($000) $5,999 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 45,045 Value ($000) $5,494 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 42,791 Value ($000) $4,610 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 42,072 Value ($000) $4,851 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 44,949 Value ($000) $4,505 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 41,512 Value ($000) $4,015 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 33,101 Value ($000) $3,212 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 29,330 Value ($000) $2,589 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 28,046 Value ($000) $2,517 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 33,627 Value ($000) $3,244 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 41,233 Value ($000) $4,247 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 46,357 Value ($000) $4,312 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 55,953 Value ($000) $5,999 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 63,837 Value ($000) $7,128 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 66,388 Value ($000) $6,964 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 68,885 Value ($000) $6,723 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 71,778 Value ($000) $7,086 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 64,787 Value ($000) $6,254 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 66,128 Value ($000) $6,055 Avg Close $75.68 Range $71.30 - $80.48
Q3 2020
Shares 62,138 Value ($000) $5,503 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 67,572 Value ($000) $5,398 Avg Close $67.61 Range $60.11 - $74.18
Q1 2020
Shares 69,288 Value ($000) $5,604 Avg Close $72.71 Range $49.41 - $82.54
Q4 2019
Shares 72,884 Value ($000) $6,648 Avg Close $71.81 Range $67.97 - $75.87
Q3 2019
Shares 66,575 Value ($000) $6,382 Avg Close $70.54 Range $66.43 - $75.43
Q2 2019
Shares 70,670 Value ($000) $6,236 Avg Close $67.76 Range $64.97 - $69.91
Q1 2019
Shares 70,254 Value ($000) $6,323 Avg Close $66.91 Range $62.24 - $69.91
Q4 2018
Shares 64,260 Value ($000) $5,546 Avg Close $63.89 Range $58.63 - $68.95
Q3 2018
Shares 62,497 Value ($000) $5,001 Avg Close $60.03 Range $57.51 - $62.55
Q2 2018
Shares 58,486 Value ($000) $4,625 Avg Close $56.43 Range $53.12 - $59.17
Q1 2018
Shares 58,220 Value ($000) $4,510 Avg Close $56.05 Range $52.58 - $60.86
Q3 2017
Shares 47,787 Value ($000) $4,010 Avg Close $60.82 Range $58.45 - $63.11
Q2 2017
Shares 49,666 Value ($000) $4,152 Avg Close $59.10 Range $56.83 - $61.82
Q1 2017
Shares 40,026 Value ($000) $3,283 Avg Close $55.30 Range $52.66 - $58.45
Q4 2016
Shares 40,627 Value ($000) $3,153 Avg Close $52.67 Range $50.03 - $55.04
Q2 2016
Shares 36,248 Value ($000) $3,117 Avg Close $53.82 Range $51.05 - $58.07
Q1 2016
Shares 50,790 Value ($000) $4,098 Avg Close $50.48 Range $46.51 - $54.07
Q4 2015
Shares 40,638 Value ($000) $2,901 Avg Close $46.35 Range $43.42 - $49.30
Q3 2015
Shares 46,249 Value ($000) $3,327 Avg Close $47.18 Range $44.05 - $50.77
Q2 2015
Shares 50,186 Value ($000) $3,544 Avg Close $48.71 Range $45.60 - $51.20
Q1 2015
Shares 45,015 Value ($000) $3,492 Avg Close $51.79 Range $47.19 - $57.12
Q4 2014
Shares 40,537 Value ($000) $3,386 Avg Close $50.97 Range $46.74 - $55.42
Q3 2014
Shares 56,895 Value ($000) $4,254 Avg Close $45.64 Range $43.20 - $47.29
Q2 2014
Shares 90,154 Value ($000) $6,689 Avg Close $44.49 Range $42.78 - $46.25
Q1 2014
Shares 47,953 Value ($000) $3,415 Avg Close $42.66 Range $40.79 - $44.69
Q4 2013
Shares 41,052 Value ($000) $2,833 Avg Close $42.35 Range $39.74 - $44.24
Q3 2013
Shares 45,465 Value ($000) $3,036 Avg Close $40.83 Range $38.60 - $42.85