Duke Energy shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $454k | 4.7k | 97.05 |
| 2023-09-30 | $412k | 4.7k | 88.26 |
| 2023-06-30 | $430k | 4.8k | 89.74 |
| 2023-03-31 | $299k | 3.1k | 96.47 |
| 2022-12-31 | $360k | 3.5k | 102.99 |
| 2022-09-30 | $293k | 3.1k | 93.02 |
| 2022-06-30 | $350k | 2.8k | 125.97 |
| 2022-03-31 | $441k | 2.9k | 151.76 |
| 2021-12-31 | $500k | 4.8k | 104.90 |
| 2021-09-30 | $415k | 2.8k | 149.30 |
| 2021-06-30 | $411k | 2.8k | 148.19 |
| 2021-03-31 | $382k | 2.8k | 138.30 |
| 2020-12-31 | $226k | 1.9k | 121.41 |
| 2020-09-30 | $440k | 13k | 34.33 |
More positions owned by Traphagen Investment Advisors
View all positions for Traphagen Investment Advisors