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Duke Energy shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Duke Energy

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All positions including Duke Energy held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 2.0k 115.30
2023-03-31 $211k 2.2k 96.47
2022-12-31 $225k 2.2k 102.99
2022-09-30 $204k 2.2k 93.24
2022-06-30 $285k 2.7k 107.06
2022-03-31 $297k 2.7k 111.57
2021-12-31 $279k 2.7k 104.81
2021-09-30 $260k 2.7k 97.67
2021-06-30 $263k 2.7k 98.80
2021-03-31 $257k 2.7k 96.54
2020-12-31 $244k 2.7k 91.66