Duke Energy shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 6.9k | 123.75 |
| 2025-06-30 | $840k | 7.1k | 118.00 |
| 2025-03-31 | $776k | 6.4k | 121.97 |
| 2024-12-31 | $703k | 6.4k | 110.62 |
| 2024-09-30 | $737k | 6.4k | 115.97 |
| 2024-06-30 | $641k | 6.4k | 100.23 |
| 2024-03-31 | $623k | 6.4k | 96.71 |
| 2023-09-30 | $566k | 6.4k | 88.26 |
| 2023-06-30 | $589k | 6.4k | 92.15 |
| 2023-03-31 | $626k | 6.3k | 99.14 |
| 2022-12-31 | $644k | 6.3k | 102.04 |
More positions owned by Kapstone Financial Advisors
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