Duke Energy shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $785k | 8.1k | 96.71 |
| 2023-12-31 | $771k | 7.9k | 97.05 |
| 2023-09-30 | $815k | 9.1k | 89.74 |
| 2023-06-30 | $815k | 9.1k | 89.74 |
| 2023-03-31 | $890k | 9.2k | 96.47 |
| 2022-12-31 | $1.6M | 16k | 102.99 |
| 2022-09-30 | $837k | 9.0k | 93.04 |
| 2022-06-30 | $981k | 8.9k | 109.65 |
| 2022-03-31 | $1.0M | 9.3k | 111.62 |
| 2021-12-31 | $914k | 8.7k | 104.88 |
| 2021-09-30 | $840k | 8.6k | 97.60 |
| 2021-06-30 | $835k | 8.5k | 98.75 |
| 2021-03-31 | $840k | 8.7k | 96.55 |
| 2020-12-31 | $571k | 6.2k | 91.49 |
| 2020-09-30 | $556k | 6.3k | 88.59 |
| 2020-06-30 | $447k | 5.6k | 79.89 |
| 2020-03-31 | $391k | 4.8k | 80.80 |
| 2019-12-31 | $714k | 8.1k | 88.07 |
| 2019-09-30 | $749k | 8.2k | 90.91 |
| 2019-06-30 | $948k | 11k | 88.35 |
| 2019-03-31 | $681k | 7.7k | 88.24 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors