Duke Energy shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $760k | 6.1k | 123.74 |
| 2025-06-30 | $653k | 5.5k | 118.00 |
| 2025-03-31 | $623k | 5.1k | 121.98 |
| 2024-12-31 | $577k | 5.4k | 107.75 |
| 2024-09-30 | $615k | 5.3k | 115.30 |
| 2024-06-30 | $354k | 3.5k | 100.22 |
| 2024-03-31 | $343k | 3.5k | 96.71 |
| 2023-12-31 | $324k | 3.3k | 97.03 |
| 2023-09-30 | $295k | 3.3k | 88.27 |
| 2023-06-30 | $230k | 2.6k | 89.75 |
| 2023-03-31 | $258k | 2.7k | 96.48 |
| 2022-12-31 | $413k | 4.0k | 103.00 |