Duke Energy shares owned by Crewe Advisors
Historical chart of Crewe Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |