Duke Energy shares owned by Worth Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 1.7k | 123.76 |
| 2025-03-31 | $204k | 1.7k | 121.98 |
| 2024-09-30 | $225k | 1.9k | 115.30 |
| 2023-12-31 | $213k | 2.2k | 97.04 |
| 2023-06-30 | $5.5k | 61 | 89.73 |
| 2023-03-31 | $6.9k | 72 | 96.45 |
| 2022-12-31 | $7.4k | 72 | 103.00 |
| 2022-09-30 | $19k | 169 | 111.11 |
| 2022-06-30 | $673k | 7.4k | 90.91 |
| 2022-03-31 | $1.5M | 14k | 105.63 |