Duke Energy shares owned by Wills Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wills Financial Group
from 13F filings
Historical chart of Wills Financial Group investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Wills Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Wills Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 8.5k | 117.21 |
| 2025-09-30 | $885k | 7.2k | 123.75 |
| 2025-06-30 | $807k | 6.8k | 117.99 |