Duke Energy shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Wsfs Capital 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 Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $382k | 3.3k | 117.22 |
| 2025-09-30 | $493k | 4.0k | 123.76 |
| 2025-06-30 | $438k | 3.7k | 117.99 |
| 2025-03-31 | $235k | 1.9k | 122.00 |