DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

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

Q1 2025
Shares 290 Value ($000) $35 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 290 Value ($000) $31 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 290 Value ($000) $33 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 290 Value ($000) $29 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 290 Value ($000) $28 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 400 Value ($000) $39 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 400 Value ($000) $35 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 400 Value ($000) $36 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 400 Value ($000) $39 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 400 Value ($000) $41 Avg Close $84.81 Range $73.62 - $93.71