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Duke Energy shares owned by Crewe Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Duke Energy

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All positions including Duke Energy held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $629k 5.5k 115.30
2024-06-30 $542k 5.4k 100.24
2024-03-31 $520k 5.4k 96.71
2023-06-30 $467k 5.2k 89.73
2023-03-31 $498k 5.2k 96.47
2022-12-31 $539k 5.2k 103.00
2022-09-30 $519k 5.6k 92.98
2022-06-30 $583k 5.4k 107.21
2022-03-31 $531k 4.8k 111.58
2021-12-31 $463k 4.4k 104.96
2021-09-30 $422k 4.3k 97.69
2021-06-30 $423k 4.3k 98.67
2021-03-31 $414k 4.3k 96.57
2020-12-31 $393k 4.3k 91.67
2020-09-30 $386k 4.4k 88.51
2020-06-30 $342k 4.3k 79.78
2020-03-31 $327k 4.0k 80.82
2019-12-31 $369k 4.0k 91.20
2019-09-30 $388k 4.0k 95.90
2019-06-30 $357k 4.1k 88.13
2019-03-31 $365k 4.1k 90.10
2018-12-31 $349k 4.0k 86.26
2018-09-30 $324k 4.0k 80.08
2018-06-30 $311k 3.9k 79.13
2018-03-31 $304k 3.9k 77.35
2017-12-31 $331k 3.9k 84.22