Duke Energy shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $443k | 4.6k | 96.41 |
| 2022-12-31 | $473k | 4.6k | 102.94 |
| 2022-09-30 | $427k | 4.6k | 92.93 |
| 2022-06-30 | $493k | 4.6k | 107.29 |
| 2022-03-31 | $513k | 4.6k | 111.64 |
| 2021-12-31 | $351k | 3.3k | 104.93 |
More positions owned by Westbourne Investment Advisors
View all positions for Westbourne Investment Advisors