Duke Energy shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.8k | 127.37 |
| 2025-06-30 | $1.1M | 9.7k | 118.05 |
| 2025-03-31 | $1.2M | 9.6k | 122.00 |
| 2024-12-31 | $1.0M | 9.6k | 107.71 |
| 2024-09-30 | $1.1M | 9.7k | 115.33 |
| 2024-06-30 | $969k | 9.7k | 100.22 |
| 2024-03-31 | $906k | 9.4k | 96.72 |
| 2023-12-31 | $829k | 8.5k | 97.03 |
| 2023-09-30 | $1.1M | 12k | 88.26 |
| 2023-06-30 | $321k | 3.6k | 89.82 |
| 2023-03-31 | $271k | 2.8k | 96.51 |
| 2022-12-31 | $556k | 5.4k | 102.96 |
| 2022-09-30 | $0 | 11k | 0.00 |
| 2022-03-31 | $0 | 31k | 0.00 |
More positions owned by CFS Investment Advisory Services
View all positions for CFS Investment Advisory Services