Duke Energy shares owned by Concannon Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Concannon Wealth Management
from 13F filings
Historical chart of Concannon Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Concannon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $20k | 191 | 104.71 |
| 2022-03-31 | $19k | 169 | 112.43 |
| 2021-12-31 | $15k | 143 | 104.90 |
| 2021-09-30 | $14k | 142 | 98.59 |
| 2021-06-30 | $21k | 213 | 98.59 |
| 2021-03-31 | $30k | 313 | 95.85 |
| 2020-12-31 | $16k | 174 | 91.95 |
| 2020-09-30 | $15k | 174 | 86.21 |
| 2020-06-30 | $14k | 174 | 80.46 |
| 2020-03-31 | $14k | 174 | 80.46 |
| 2019-12-31 | $16k | 174 | 91.95 |
| 2017-12-31 | $148k | 1.8k | 84.28 |
| 2017-09-30 | $147k | 1.8k | 83.71 |
| 2017-06-30 | $147k | 1.8k | 83.71 |
| 2017-03-31 | $144k | 1.8k | 82.00 |
| 2016-12-31 | $136k | 1.8k | 77.45 |
| 2016-09-30 | $141k | 1.8k | 80.30 |
| 2016-06-30 | $179k | 2.1k | 85.69 |
| 2016-03-31 | $169k | 2.1k | 80.90 |
| 2015-12-31 | $149k | 2.1k | 71.33 |
| 2015-09-30 | $150k | 2.1k | 71.80 |
| 2015-06-30 | $138k | 2.0k | 70.55 |
| 2015-03-31 | $150k | 2.0k | 76.69 |
| 2014-12-31 | $166k | 2.0k | 83.46 |
| 2014-09-30 | $17k | 233 | 72.96 |
| 2014-06-30 | $15k | 200 | 75.00 |
| 2014-03-31 | $14k | 200 | 70.00 |
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