Duke Energy Corp shares owned by Wellesley Investment Advisors
Quarter-by-quarter ownership of Duke Energy Corp shares owned by Wellesley Investment Advisors
from 13F filings
Historical chart of Wellesley Investment Advisors investment in Duke Energy Corp
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All positions including Duke Energy Corp held by Wellesley Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy Corp by Wellesley Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2B | 3.0M | 1067.23 |
| 2025-06-30 | $3.7B | 3.5M | 1062.17 |
| 2025-03-31 | $1.6B | 1.5M | 1080.55 |
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