Wellesley Asset Management DUK US Transaction History

Wellesley Asset Management

  • $999 Billion
  • Q3 2025
Number of Shares
3,000,000
Previous 3,500,000 14.29%
Holding current value
$3.2 Billion
Previous $3.72 Billion 13.88%
% of portfolio
0.32%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-500,000 Reduced 14.29%
3,000,000 $3.2 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
2,000,000 Added 133.33%
3,500,000 $3.72 Billion
Q1 2025

May 02, 2025
BUY
N/A
1,500,000 New
1,500,000 $1.62 Billion
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