Duke Energy shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 2.4k | 123.75 |
| 2025-06-30 | $221k | 1.9k | 118.00 |
| 2025-03-31 | $220k | 1.8k | 121.97 |
| 2024-12-31 | $174k | 1.6k | 107.75 |
| 2024-09-30 | $3.5M | 31k | 115.30 |
| 2024-06-30 | $2.4M | 24k | 100.23 |
| 2024-03-31 | $2.3M | 24k | 96.71 |
| 2023-12-31 | $2.5M | 26k | 97.04 |
| 2023-09-30 | $2.4M | 27k | 88.26 |
| 2023-06-30 | $2.7M | 30k | 89.74 |
| 2023-03-31 | $3.0M | 31k | 96.47 |
| 2022-12-31 | $3.3M | 32k | 102.99 |
| 2022-09-30 | $3.0M | 33k | 93.03 |
| 2022-06-30 | $3.4M | 32k | 107.21 |
| 2021-03-31 | $84k | 28k | 2.97 |
| 2020-12-31 | $1.7M | 19k | 91.59 |
| 2020-09-30 | $253k | 2.9k | 88.71 |
More positions owned by Cary Street Partner Investment Advisory
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