Compass Ion Advisors, LLC's ownership history for DUK

Compass Ion Advisors, LLC currently holds 1.7K shares with a market value of $214.4K. It started holding DUK on 2024-12-31. At its peak, it held 1.9K shares on 2024-12-31. Its highest holding value was $214.4K on 2025-09-30. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $207.1K on 2025-06-30. In the recent 180 days, Compass Ion Advisors, LLC has decreased its shares by 15.