Duke Energy shares owned by West Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13k | 108 | 115.31 |
| 2024-06-30 | $11k | 108 | 100.23 |
| 2024-03-31 | $10k | 108 | 96.71 |
| 2023-12-31 | $11k | 108 | 97.05 |
| 2023-09-30 | $14k | 159 | 88.26 |
| 2023-06-30 | $9.7k | 108 | 89.74 |