Duke Energy shares owned by Cooper Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $349k | 3.0k | 117.21 |
| 2025-09-30 | $404k | 3.3k | 123.74 |
| 2025-06-30 | $316k | 2.7k | 117.99 |
| 2025-03-31 | $874k | 7.2k | 121.97 |
| 2024-12-31 | $1.1M | 10k | 107.74 |
| 2024-06-30 | $1.2M | 12k | 100.23 |
| 2024-03-31 | $1.0M | 11k | 96.71 |
| 2023-12-31 | $660k | 6.8k | 97.05 |
| 2023-09-30 | $589k | 6.7k | 88.27 |
| 2023-06-30 | $589k | 6.6k | 89.75 |
| 2023-03-31 | $582k | 6.0k | 96.48 |
| 2022-12-31 | $551k | 5.3k | 103.00 |
| 2022-09-30 | $475k | 5.1k | 92.99 |
| 2022-06-30 | $486k | 4.5k | 107.17 |
| 2022-03-31 | $435k | 3.9k | 111.60 |
| 2021-12-31 | $422k | 4.0k | 104.82 |
| 2021-09-30 | $390k | 4.0k | 97.60 |
| 2021-06-30 | $387k | 3.9k | 98.70 |
| 2021-03-31 | $359k | 3.7k | 96.58 |
| 2020-12-31 | $386k | 4.2k | 91.51 |
| 2020-09-30 | $320k | 3.6k | 88.57 |
| 2020-06-30 | $277k | 3.5k | 79.90 |
| 2020-03-31 | $278k | 3.4k | 80.84 |
| 2019-12-31 | $257k | 2.8k | 91.39 |
| 2019-09-30 | $266k | 2.8k | 95.72 |
| 2019-06-30 | $274k | 3.1k | 88.24 |