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Duke Energy shares owned by Verum Partners

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Verum Partners from 13F filings

Historical chart of Verum Partners investment in Duke Energy

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All positions including Duke Energy held by Verum Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Verum Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $386k 4.0k 96.71
2023-12-31 $372k 3.8k 97.05
2023-09-30 $328k 3.7k 88.26
2023-06-30 $360k 4.0k 89.74

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Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iii Fpa Gbl Eqty Etf (FPAG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Verum Partners

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