Duke Energy shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $396k | 3.2k | 123.74 |
| 2025-06-30 | $360k | 3.1k | 118.02 |
| 2025-03-31 | $404k | 3.3k | 121.98 |
| 2024-12-31 | $356k | 3.3k | 107.74 |
| 2024-09-30 | $456k | 4.0k | 115.31 |
| 2024-06-30 | $399k | 4.0k | 100.23 |
| 2024-03-31 | $385k | 4.0k | 96.72 |
| 2023-12-31 | $475k | 4.9k | 97.03 |
| 2023-09-30 | $431k | 4.9k | 88.26 |
| 2023-06-30 | $449k | 5.0k | 89.73 |
| 2023-03-31 | $505k | 5.2k | 96.47 |
| 2022-12-31 | $454k | 4.7k | 96.51 |
| 2022-09-30 | $465k | 5.0k | 93.06 |
| 2022-06-30 | $536k | 5.0k | 107.26 |
| 2022-03-31 | $558k | 5.0k | 111.69 |
| 2021-12-31 | $512k | 4.9k | 104.94 |
| 2021-06-30 | $471k | 4.8k | 98.72 |
| 2021-03-31 | $454k | 4.7k | 96.51 |
| 2020-12-31 | $430k | 4.7k | 91.49 |
| 2020-09-30 | $412k | 4.7k | 88.60 |
| 2020-06-30 | $424k | 5.3k | 79.86 |
| 2020-03-31 | $450k | 4.9k | 91.22 |
| 2019-12-31 | $450k | 4.9k | 91.22 |