Duke Energy shares owned by Jessup Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Jessup Wealth Management
from 13F filings
Historical chart of Jessup Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Jessup Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Jessup Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 1.7k | 123.72 |
| 2025-06-30 | $212k | 1.8k | 117.97 |
| 2025-03-31 | $219k | 1.8k | 121.94 |