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Duke Energy shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 31k 96.71
2023-12-31 $1.2M 13k 97.04
2023-09-30 $1.0M 12k 88.26
2023-06-30 $1.0M 12k 89.74
2016-06-30 $250k 2.9k 85.82

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View all positions for Occidental Asset Management

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