DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 62,701 Value ($000) $7,349 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 50,959 Value ($000) $6,306 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 51,086 Value ($000) $6,028 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 45,333 Value ($000) $5,529 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 42,428 Value ($000) $4,571 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 42,463 Value ($000) $4,896 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 39,820 Value ($000) $3,991 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 25,098 Value ($000) $2,427 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 27,438 Value ($000) $2,663 Avg Close $83.85 Range $76.14 - $92.24