Duke Energy shares owned by Cladis Investment Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cladis Investment Advisory
from 13F filings
Historical chart of Cladis Investment Advisory investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Cladis Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Cladis Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 3.3k | 123.75 |
| 2025-06-30 | $388k | 3.3k | 118.00 |
| 2025-03-31 | $401k | 3.3k | 121.97 |
| 2024-12-31 | $354k | 3.3k | 107.74 |
| 2024-09-30 | $379k | 3.3k | 115.30 |
| 2024-06-30 | $330k | 3.3k | 100.23 |
| 2024-03-31 | $318k | 3.3k | 96.71 |
| 2023-12-31 | $319k | 3.3k | 97.04 |
| 2023-09-30 | $202k | 2.3k | 88.26 |
| 2023-06-30 | $205k | 2.3k | 89.74 |
| 2023-03-31 | $205k | 2.1k | 96.47 |
| 2022-12-31 | $219k | 2.1k | 103.11 |
| 2022-09-30 | $291k | 3.1k | 93.02 |
| 2022-06-30 | $228k | 2.1k | 107.34 |
| 2022-03-31 | $349k | 3.1k | 111.66 |
| 2021-12-31 | $223k | 2.1k | 104.99 |
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