DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 16,575 Value ($000) $1,943 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 16,364 Value ($000) $2,025 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 15,957 Value ($000) $1,883 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 13,784 Value ($000) $1,681 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 13,017 Value ($000) $1,402 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 11,718 Value ($000) $1,351 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 11,005 Value ($000) $1,103 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 9,417 Value ($000) $911 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 5,164 Value ($000) $501 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 3,960 Value ($000) $349 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 8,831 Value ($000) $793 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 12,490 Value ($000) $1,205 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 13,109 Value ($000) $1,350 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 9,672 Value ($000) $900 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 9,997 Value ($000) $1,072 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 6,477 Value ($000) $724 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 5,027 Value ($000) $528 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 4,438 Value ($000) $433 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 3,877 Value ($000) $383 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 2,170 Value ($000) $208 Avg Close $75.46 Range $71.07 - $81.33
Q3 2020
Shares 2,587 Value ($000) $229 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 5,338 Value ($000) $426 Avg Close $67.61 Range $60.11 - $74.18