Duke Energy shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 34k | 123.75 |
| 2021-12-31 | $2.8M | 26k | 104.90 |
| 2021-09-30 | $2.6M | 27k | 97.59 |
| 2021-06-30 | $2.5M | 26k | 98.72 |
| 2021-03-31 | $2.4M | 25k | 96.53 |
| 2020-12-31 | $2.2M | 24k | 91.56 |
| 2020-09-30 | $2.1M | 24k | 88.56 |
| 2020-06-30 | $2.1M | 27k | 79.89 |
| 2020-03-31 | $2.1M | 26k | 80.88 |
| 2019-12-31 | $2.3M | 25k | 91.21 |