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Duke Energy shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $78k 800 97.04
2023-09-30 $71k 800 88.26
2023-06-30 $101k 1.1k 89.74
2023-03-31 $109k 1.1k 96.47