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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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All positions including Duke Energy held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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