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Duke Energy shares owned by Ellsworth Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Ellsworth Advisors from 13F filings

Historical chart of Ellsworth Advisors investment in Duke Energy

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All positions including Duke Energy held by Ellsworth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 48k 128.67
2025-06-30 $5.9M 50k 118.00
2025-03-31 $6.1M 50k 121.97
2024-12-31 $5.3M 49k 107.74