Duke Energy shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $122k | 985 | 123.75 |
| 2025-06-30 | $196k | 1.7k | 118.00 |
| 2025-03-31 | $372k | 1.5k | 242.23 |