Duke Energy shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 3.2k | 123.74 |
| 2025-06-30 | $416k | 3.5k | 118.86 |
| 2025-03-31 | $402k | 3.3k | 120.38 |
| 2024-12-31 | $409k | 3.8k | 107.77 |
| 2024-09-30 | $418k | 3.8k | 110.66 |
| 2024-06-30 | $399k | 3.9k | 100.95 |
| 2024-03-31 | $407k | 4.2k | 95.91 |
| 2023-12-31 | $433k | 4.5k | 97.04 |
| 2023-09-30 | $397k | 4.4k | 89.88 |
| 2023-06-30 | $662k | 7.1k | 93.01 |
| 2023-03-31 | $674k | 7.0k | 96.47 |
| 2022-12-31 | $1.2M | 12k | 102.99 |
| 2022-09-30 | $1.3M | 14k | 93.04 |
| 2022-06-30 | $312k | 2.9k | 107.07 |
| 2022-03-31 | $295k | 2.6k | 111.53 |
| 2021-12-31 | $210k | 2.0k | 104.69 |
| 2021-09-30 | $203k | 2.1k | 97.50 |
| 2021-06-30 | $218k | 2.2k | 98.64 |
| 2021-03-31 | $382k | 4.0k | 96.49 |
| 2020-12-31 | $330k | 3.6k | 91.51 |
| 2020-09-30 | $283k | 3.2k | 88.44 |
| 2020-06-30 | $346k | 4.1k | 83.78 |
| 2020-03-31 | $356k | 4.4k | 81.82 |
| 2019-12-31 | $298k | 3.1k | 96.91 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services