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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

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

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Quarterly 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