Duke Energy shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by WealthTrust Asset 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 WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 1.8k | 123.76 |
| 2025-06-30 | $211k | 1.8k | 118.02 |
| 2025-03-31 | $256k | 2.1k | 121.99 |
| 2024-12-31 | $225k | 2.1k | 107.72 |
| 2024-09-30 | $240k | 2.1k | 115.27 |
| 2023-12-31 | $274k | 2.8k | 97.02 |
| 2022-06-30 | $206k | 1.9k | 107.07 |
| 2022-03-31 | $215k | 1.9k | 111.86 |
| 2021-12-31 | $201k | 1.9k | 104.63 |
More positions owned by WealthTrust Asset Management
View all positions for WealthTrust Asset Management