West Financial Advisors »

Duke Energy shares owned by West Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10k 108 96.71
2023-12-31 $11k 108 97.05
2023-09-30 $14k 159 88.26
2023-06-30 $9.7k 108 89.74

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial 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