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Duke Energy shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $187k 1.9k 96.71
2023-12-31 $178k 1.8k 97.04
2023-09-30 $162k 1.8k 88.26
2023-06-30 $164k 1.8k 89.74
2022-12-31 $200k 1.9k 102.99

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy