Duke Energy shares owned by Concord Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 12k | 117.21 |
| 2025-09-30 | $1.5M | 12k | 123.75 |
| 2025-06-30 | $2.7M | 23k | 118.00 |
| 2025-03-31 | $2.1M | 18k | 121.42 |
| 2024-12-31 | $575k | 5.3k | 107.75 |
| 2024-09-30 | $555k | 4.8k | 115.31 |
| 2024-06-30 | $465k | 4.6k | 100.22 |
| 2024-03-31 | $477k | 4.9k | 96.71 |
| 2023-12-31 | $482k | 5.0k | 97.04 |
| 2023-09-30 | $221k | 2.5k | 88.27 |