DUK DUKE ENERGY CORP NEW

Ownership history in Slagle Financial, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Slagle Financial, LLC reported a position in DUKE ENERGY CORP NEW (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2023 Q2)
Avg. % of fund
0.16%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,269 +19 +0.8% 0.10% $281K $121.65
2025 Q2 REDUCED 2,250 -44 -1.9% 0.11% $265K $115.00
2025 Q1 REDUCED 2,294 -309 -11.9% 0.12% $280K $117.80
2024 Q4 REDUCED 2,603 -18 -0.7% 0.13% $280K $103.10
2024 Q3 REDUCED 2,621 -396 -13.1% 0.13% $302K $109.29
2024 Q2 REDUCED 3,017 -259 -7.9% 0.16% $302K $94.13
2024 Q1 REDUCED 3,276 -3,612 -52.4% 0.17% $317K $89.92
2023 Q4 ADDED 6,888 +3,051 +79.5% 0.19% $334K $89.22
2023 Q3 REDUCED 3,837 -934 -19.6% 0.21% $339K $80.22
2023 Q2 INITIATED 4,771 0.27% $428K $80.65
% of Fund (quarterly)    DUK price (monthly, adj. close)
← Back to Slagle Financial, LLC Holdings