Duke Energy shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 1.7k | 123.78 |
| 2025-06-30 | $207k | 1.8k | 117.99 |
| 2025-03-31 | $213k | 1.7k | 121.98 |
| 2024-12-31 | $208k | 1.9k | 107.77 |