DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,568 Value ($000) $1,473 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 12,874 Value ($000) $1,593 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 22,609 Value ($000) $2,668 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 13,412 Value ($000) $1,636 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 6,274 Value ($000) $676 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 5,678 Value ($000) $655 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 5,471 Value ($000) $548 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 6,728 Value ($000) $651 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 5,349 Value ($000) $519 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 6,860 Value ($000) $605 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 7,312 Value ($000) $656 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 5,827 Value ($000) $562 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 5,191 Value ($000) $535 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 7,311 Value ($000) $680 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 7,756 Value ($000) $832 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 8,205 Value ($000) $916 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 8,000 Value ($000) $839 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 3,903 Value ($000) $381 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 7,940 Value ($000) $784 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 7,112 Value ($000) $686 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 5,804 Value ($000) $531 Avg Close $75.68 Range $71.30 - $80.48