Duke Energy shares owned by Cobblestone Capital Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cobblestone Capital Advisors
from 13F filings
Historical chart of Cobblestone Capital Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Cobblestone Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Cobblestone Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $633k | 6.5k | 97.04 |
2023-09-30 | $405k | 4.6k | 88.25 |
2023-06-30 | $365k | 4.1k | 89.74 |
2023-03-31 | $372k | 3.9k | 96.46 |
2022-12-31 | $251k | 2.4k | 103.00 |
2022-09-30 | $234k | 2.5k | 92.97 |
2022-06-30 | $316k | 2.9k | 107.23 |
2022-03-31 | $264k | 2.4k | 111.82 |
2021-12-31 | $243k | 2.3k | 104.79 |
2021-09-30 | $228k | 2.3k | 97.69 |
2021-06-30 | $259k | 2.6k | 98.63 |
2021-03-31 | $248k | 2.6k | 96.61 |
2020-12-31 | $273k | 3.0k | 91.70 |
2020-09-30 | $247k | 2.8k | 88.53 |
2020-06-30 | $210k | 2.6k | 80.00 |
2020-03-31 | $201k | 2.5k | 81.05 |
2019-12-31 | $247k | 2.7k | 91.31 |
2019-09-30 | $259k | 2.7k | 95.75 |
2019-03-31 | $240k | 2.7k | 90.06 |
2018-12-31 | $272k | 3.2k | 86.35 |
2018-09-30 | $315k | 3.9k | 80.05 |
2018-06-30 | $315k | 4.0k | 79.05 |
2018-03-31 | $287k | 3.7k | 77.46 |
2017-12-31 | $354k | 4.2k | 84.09 |
2017-09-30 | $389k | 4.6k | 83.93 |
2017-06-30 | $359k | 4.3k | 83.59 |
2017-03-31 | $377k | 4.6k | 81.97 |
2016-12-31 | $310k | 4.0k | 77.50 |
2016-09-30 | $247k | 3.1k | 79.94 |
More positions owned by Cobblestone Capital Advisors
View all positions for Cobblestone Capital Advisors