Duke Energy shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $588k | 5.1k | 115.30 |
| 2024-06-30 | $526k | 5.2k | 100.23 |
| 2024-03-31 | $552k | 5.7k | 96.70 |
| 2023-12-31 | $842k | 8.7k | 97.04 |
| 2023-09-30 | $793k | 9.0k | 88.26 |
| 2023-06-30 | $315k | 3.5k | 89.73 |
| 2023-03-31 | $355k | 3.7k | 96.48 |
| 2022-12-31 | $535k | 5.2k | 102.99 |
| 2022-09-30 | $666k | 7.2k | 93.08 |
| 2022-06-30 | $678k | 6.3k | 107.23 |
| 2022-03-31 | $988k | 8.8k | 111.66 |
| 2021-12-31 | $946k | 9.0k | 104.90 |
| 2021-09-30 | $877k | 9.0k | 97.61 |
| 2021-06-30 | $871k | 8.8k | 98.71 |
| 2021-03-31 | $782k | 8.1k | 96.48 |
| 2020-12-31 | $639k | 7.0k | 91.53 |
| 2020-09-30 | $540k | 6.1k | 88.51 |
| 2020-06-30 | $488k | 6.1k | 79.84 |
| 2020-03-31 | $509k | 6.3k | 80.83 |
| 2019-12-31 | $606k | 6.6k | 91.24 |
| 2019-09-30 | $624k | 6.5k | 95.82 |
| 2019-06-30 | $514k | 5.8k | 88.26 |
| 2019-03-31 | $400k | 4.4k | 89.95 |
| 2018-12-31 | $387k | 4.5k | 86.33 |
| 2018-09-30 | $327k | 4.1k | 80.07 |
| 2018-06-30 | $290k | 3.6k | 80.92 |
| 2018-03-31 | $288k | 3.7k | 77.44 |
| 2017-12-31 | $316k | 3.8k | 84.02 |
| 2017-09-30 | $336k | 4.0k | 83.98 |
| 2017-06-30 | $334k | 3.9k | 84.86 |
| 2017-03-31 | $323k | 3.9k | 82.06 |
| 2016-12-31 | $319k | 4.1k | 77.50 |
| 2016-09-30 | $329k | 4.1k | 79.93 |
| 2016-06-30 | $353k | 4.1k | 85.76 |
| 2014-12-31 | $209k | 2.5k | 83.40 |
| 2013-12-31 | $207k | 3.0k | 68.95 |
| 2013-09-30 | $238k | 3.6k | 66.65 |
| 2013-03-31 | $203k | 2.8k | 72.60 |