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Duke Energy shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 317 97.04
2023-09-30 $28k 317 88.26
2023-06-30 $28k 317 89.74
2023-03-31 $31k 317 96.47
2022-12-31 $33k 317 102.99

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding Duke Energy

Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
FMR
Federated Investors
Bank of New York Mellon
Neuberger Berman Group
CalPERS

View all funds holding Duke Energy