Duke Energy shares owned by Kozak & Associates
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 2.6k | 125.19 |
| 2025-06-30 | $311k | 2.7k | 117.15 |
| 2025-03-31 | $118k | 981 | 120.57 |
| 2024-12-31 | $105k | 972 | 107.82 |
| 2024-09-30 | $109k | 911 | 119.73 |
| 2024-06-30 | $90k | 903 | 99.80 |
| 2024-03-31 | $92k | 894 | 102.79 |
| 2023-12-31 | $87k | 884 | 98.03 |
| 2023-09-30 | $76k | 875 | 86.90 |
| 2023-06-30 | $78k | 857 | 90.67 |
| 2023-03-31 | $82k | 847 | 96.50 |
| 2022-12-31 | $92k | 898 | 102.45 |
| 2022-09-30 | $80k | 889 | 89.99 |
| 2022-06-30 | $95k | 881 | 107.83 |
| 2022-03-31 | $92k | 866 | 106.24 |
| 2021-12-31 | $92k | 866 | 106.24 |
| 2021-09-30 | $80k | 799 | 100.13 |