Duke Energy shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $640k | 5.6k | 115.30 |
| 2024-06-30 | $395k | 3.9k | 100.23 |
| 2024-03-31 | $378k | 3.9k | 96.71 |
| 2023-12-31 | $393k | 4.0k | 97.04 |
| 2023-09-30 | $365k | 4.1k | 88.26 |
| 2023-06-30 | $380k | 4.1k | 91.78 |
| 2023-03-31 | $320k | 3.3k | 96.47 |
| 2022-12-31 | $398k | 3.9k | 102.99 |
| 2022-09-30 | $324k | 3.6k | 88.99 |
| 2022-06-30 | $388k | 3.6k | 107.33 |
| 2022-03-31 | $325k | 2.9k | 111.57 |
| 2021-12-31 | $244k | 2.3k | 104.86 |
| 2021-09-30 | $218k | 2.2k | 97.67 |
| 2021-06-30 | $288k | 2.9k | 98.70 |
| 2021-03-31 | $224k | 2.3k | 96.34 |
| 2020-12-31 | $326k | 3.6k | 91.65 |
| 2020-09-30 | $316k | 3.6k | 88.52 |
| 2020-06-30 | $316k | 4.0k | 79.82 |
| 2020-03-31 | $312k | 3.9k | 80.89 |
| 2019-12-31 | $343k | 3.8k | 91.20 |
| 2019-09-30 | $332k | 3.5k | 95.76 |
| 2019-06-30 | $300k | 3.4k | 88.26 |
| 2019-03-31 | $280k | 3.1k | 90.09 |
| 2018-12-31 | $262k | 3.0k | 86.30 |
| 2018-09-30 | $241k | 3.0k | 80.01 |
| 2018-06-30 | $232k | 2.9k | 78.91 |
| 2018-03-31 | $349k | 4.5k | 77.45 |
| 2017-12-31 | $414k | 4.9k | 84.16 |