Duke Energy shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 29k | 115.30 |
| 2024-06-30 | $3.9M | 39k | 100.23 |
| 2024-03-31 | $3.5M | 36k | 96.71 |
| 2023-12-31 | $3.5M | 36k | 97.04 |
| 2023-09-30 | $6.0M | 68k | 88.26 |
| 2023-06-30 | $3.8M | 42k | 89.74 |
| 2023-03-31 | $3.0M | 32k | 96.47 |
| 2022-12-31 | $2.7M | 26k | 102.99 |
| 2022-09-30 | $4.1M | 44k | 93.01 |