Duke Energy shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.6k | 123.76 |
| 2025-06-30 | $1.0M | 8.5k | 118.00 |
| 2025-03-31 | $974k | 8.0k | 121.98 |
| 2024-12-31 | $867k | 8.1k | 107.74 |
| 2024-09-30 | $938k | 8.1k | 115.30 |
| 2024-06-30 | $802k | 8.0k | 100.23 |
| 2024-03-31 | $684k | 7.1k | 96.71 |
| 2023-12-31 | $664k | 6.8k | 97.04 |
| 2023-09-30 | $666k | 7.5k | 88.26 |
| 2023-06-30 | $621k | 6.9k | 89.74 |
| 2023-03-31 | $677k | 7.0k | 96.47 |
| 2022-12-31 | $626k | 6.1k | 103.00 |
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