Duke Energy shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $940k | 8.0k | 117.99 |
| 2025-03-31 | $923k | 7.6k | 121.97 |
| 2024-12-31 | $799k | 7.4k | 107.73 |
| 2024-09-30 | $921k | 8.0k | 115.30 |
| 2024-06-30 | $786k | 7.8k | 100.23 |
| 2024-03-31 | $787k | 8.1k | 96.71 |
| 2023-12-31 | $787k | 8.1k | 97.05 |
| 2023-09-30 | $695k | 7.9k | 88.26 |
| 2023-06-30 | $683k | 7.6k | 89.74 |
| 2023-03-31 | $678k | 7.0k | 96.46 |