Duke Energy shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Duke Energy
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All positions including Duke Energy held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $28k | 290 | 96.71 |
2023-12-31 | $39k | 400 | 97.04 |
2023-09-30 | $35k | 400 | 88.26 |
2023-06-30 | $36k | 400 | 89.74 |
2023-03-31 | $39k | 400 | 96.47 |
2022-12-31 | $41k | 400 | 102.99 |