Duke Energy shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 51k | 123.75 |
| 2025-06-30 | $6.0M | 51k | 118.00 |
| 2025-03-31 | $5.5M | 45k | 121.97 |
| 2024-12-31 | $4.6M | 42k | 107.74 |
| 2024-09-30 | $4.9M | 43k | 115.30 |
| 2024-06-30 | $4.0M | 40k | 100.23 |
| 2024-03-31 | $2.4M | 25k | 96.71 |
| 2023-12-31 | $2.7M | 27k | 97.04 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors