Duke Energy shares owned by Costello Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Costello Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Costello Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $646k | 6.7k | 96.70 |
2023-12-31 | $417k | 4.3k | 97.03 |
2023-09-30 | $392k | 4.4k | 88.26 |
2023-06-30 | $398k | 4.4k | 89.74 |
2023-03-31 | $433k | 4.5k | 96.47 |
2022-12-31 | $488k | 4.7k | 102.99 |
2022-09-30 | $440k | 4.7k | 92.94 |
2022-06-30 | $558k | 5.2k | 107.12 |
2022-03-31 | $710k | 6.4k | 111.65 |
2021-12-31 | $671k | 6.4k | 104.91 |
2021-09-30 | $465k | 4.8k | 97.67 |
2021-06-30 | $399k | 4.0k | 98.71 |
2021-03-31 | $526k | 5.4k | 96.57 |
2020-12-31 | $497k | 5.4k | 91.44 |
2020-09-30 | $363k | 4.1k | 88.58 |
2020-06-30 | $336k | 4.2k | 79.98 |
2019-09-30 | $289k | 3.0k | 95.73 |
2019-06-30 | $274k | 3.1k | 88.07 |
2019-03-31 | $279k | 3.1k | 89.88 |
2018-12-31 | $285k | 3.3k | 86.42 |