Duke Energy shares owned by Cassia Capital Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cassia Capital Partners
from 13F filings
Historical chart of Cassia Capital Partners investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Cassia Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Cassia Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 11k | 123.75 |
| 2025-06-30 | $1.2M | 9.8k | 118.00 |
| 2025-03-31 | $1.2M | 10k | 121.97 |
| 2024-12-31 | $1.0M | 9.5k | 107.74 |
| 2024-09-30 | $840k | 7.3k | 115.30 |
| 2024-06-30 | $784k | 7.8k | 100.23 |
| 2024-03-31 | $824k | 8.5k | 96.71 |
| 2023-12-31 | $668k | 6.9k | 97.04 |
| 2023-09-30 | $633k | 7.2k | 88.26 |
| 2023-06-30 | $631k | 7.0k | 89.74 |
| 2023-03-31 | $565k | 5.9k | 96.47 |
| 2022-12-31 | $611k | 5.9k | 102.99 |
| 2022-06-30 | $229k | 2.1k | 107.41 |
| 2022-03-31 | $238k | 2.1k | 111.79 |
| 2020-12-31 | $223k | 2.4k | 91.69 |