Duke Energy shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by WESPAC Advisors SoCal consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $216k | 1.7k | 126.59 |
| 2016-06-30 | $6.4k | 75 | 85.79 |
| 2016-03-31 | $14k | 174 | 80.68 |