Duke Energy shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $35k | 290 | 121.97 |
| 2024-12-31 | $31k | 290 | 107.74 |
| 2024-09-30 | $33k | 290 | 115.30 |
| 2024-06-30 | $29k | 290 | 100.23 |
| 2024-03-31 | $28k | 290 | 96.71 |
| 2023-12-31 | $39k | 400 | 97.04 |
| 2023-09-30 | $35k | 400 | 88.26 |
| 2023-06-30 | $36k | 400 | 89.74 |
| 2023-03-31 | $39k | 400 | 96.47 |
| 2022-12-31 | $41k | 400 | 102.99 |