Duke Energy shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $739k | 6.0k | 123.75 |
| 2025-06-30 | $686k | 5.8k | 118.00 |
| 2025-03-31 | $727k | 6.0k | 121.97 |
| 2024-12-31 | $636k | 5.9k | 107.74 |
| 2024-09-30 | $615k | 5.3k | 115.30 |