McMahon Financial Advisors »

Duke Energy shares owned by McMahon Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by McMahon Financial Advisors from 13F filings

Historical chart of McMahon Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 18k 96.71
2023-12-31 $1.8M 18k 97.04
2023-09-30 $1.5M 17k 88.26
2023-06-30 $1.4M 16k 89.74
2023-03-31 $1.4M 15k 96.47
2022-12-31 $1.3M 13k 103.00
2022-09-30 $1.2M 13k 93.00
2022-06-30 $1.4M 13k 107.18
2022-03-31 $1.4M 12k 111.24
2021-09-30 $42k 57k 0.74