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Duke Energy shares owned by Apella Capital

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Duke Energy

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All positions including Duke Energy held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 3.2k 116.68
2024-06-30 $318k 3.2k 100.93
2024-03-31 $226k 2.3k 97.34
2023-12-31 $264k 2.7k 98.49
2023-09-30 $204k 2.3k 88.24
2023-06-30 $206k 2.3k 89.75
2022-12-31 $205k 2.0k 102.97