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
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Cassady Schiller Wealth Management
View all positions for Cassady Schiller Wealth Management