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Duke Energy shares owned by Coastal Capital Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in Duke Energy

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All positions including Duke Energy held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $47k 526 89.75
2023-03-31 $50k 523 96.39
2022-12-31 $48k 516 93.05
2022-09-30 $48k 516 93.02
2022-06-30 $55k 513 107.21
2022-03-31 $57k 510 111.76
2021-12-31 $53k 507 104.54
2021-09-30 $48k 487 98.56
2021-06-30 $106k 1.1k 98.51
2021-03-31 $103k 1.1k 96.53
2020-12-31 $97k 1.1k 91.68
2020-09-30 $94k 1.0k 89.61
2020-06-30 $85k 1.0k 81.81
2020-03-31 $83k 1.0k 80.50
2019-12-31 $94k 1.0k 91.17
2019-09-30 $99k 1.0k 96.02
2019-06-30 $109k 1.2k 87.97