AAFCPAs Wealth Management »

Duke Energy shares owned by AAFCPAs Wealth Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by AAFCPAs Wealth Management from 13F filings

Historical chart of AAFCPAs Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by AAFCPAs Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by AAFCPAs Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $216k 2.2k 97.04
2023-06-30 $206k 2.3k 89.74
2023-03-31 $200k 2.1k 96.48

More positions owned by AAFCPAs Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Large (FELC)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for AAFCPAs Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
FMR
Northern Trust
American Century Companies
Federated Investors

View all funds holding Duke Energy