Duke Energy shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 9.6k | 115.30 |
| 2024-06-30 | $965k | 9.6k | 100.23 |
| 2024-03-31 | $947k | 9.8k | 96.71 |
| 2023-12-31 | $1.0M | 10k | 97.04 |
| 2023-09-30 | $917k | 10k | 88.26 |
| 2023-06-30 | $898k | 10k | 89.74 |
| 2023-03-31 | $863k | 8.9k | 96.47 |
| 2022-12-31 | $936k | 9.1k | 102.99 |
| 2022-09-30 | $866k | 9.3k | 93.14 |
| 2022-06-30 | $996k | 9.3k | 107.25 |
| 2022-03-31 | $1.1M | 9.4k | 111.70 |
| 2021-12-31 | $962k | 9.2k | 104.93 |
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