Duke Energy shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $85k | 740 | 115.26 |
| 2024-06-30 | $74k | 738 | 100.24 |
| 2024-03-31 | $77k | 794 | 96.74 |
| 2023-12-31 | $69k | 714 | 97.07 |
| 2023-09-30 | $68k | 771 | 88.30 |
| 2023-06-30 | $69k | 769 | 89.79 |
| 2023-03-31 | $76k | 787 | 96.23 |
| 2022-12-31 | $79k | 767 | 103.05 |
| 2021-12-31 | $75k | 717 | 104.60 |
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