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Duke Energy shares owned by Abound Financial

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

Historical chart of Abound Financial investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Abound Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 2.1k 123.74
2025-06-30 $246k 2.1k 117.98
2025-03-31 $253k 2.1k 121.97

More positions owned by Abound Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Select Sector Spdr Tr Communication (XLC)

View all positions for Abound Financial

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy