Duke Energy shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 13k | 123.75 |
| 2025-06-30 | $2.7M | 23k | 118.00 |
| 2025-03-31 | $1.6M | 13k | 121.97 |
| 2024-12-31 | $676k | 6.3k | 107.74 |
| 2024-09-30 | $655k | 5.7k | 115.30 |
| 2024-06-30 | $548k | 5.5k | 100.23 |
| 2024-03-31 | $651k | 6.7k | 96.71 |
| 2023-12-31 | $519k | 5.3k | 97.03 |
| 2023-09-30 | $605k | 6.9k | 88.26 |
| 2023-06-30 | $656k | 7.3k | 89.74 |
| 2023-03-31 | $562k | 5.8k | 96.47 |
| 2022-12-31 | $535k | 5.2k | 102.99 |
| 2022-09-30 | $680k | 7.3k | 93.01 |
| 2022-06-30 | $832k | 7.8k | 107.27 |
| 2022-03-31 | $916k | 8.2k | 111.64 |
| 2021-12-31 | $839k | 8.0k | 104.88 |
| 2021-09-30 | $381k | 3.9k | 97.62 |
| 2021-06-30 | $784k | 7.9k | 98.74 |
| 2021-03-31 | $686k | 7.1k | 96.46 |
| 2020-12-31 | $531k | 5.8k | 91.49 |