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Duke Energy shares owned by Asset Allocation & Management Company

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

Historical chart of Asset Allocation & Management Company investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Asset Allocation & Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 2.8k 123.60
2025-06-30 $327k 2.8k 117.84
2025-03-31 $338k 2.8k 121.80
2024-12-31 $299k 2.8k 107.75

More positions owned by Asset Allocation & Management Company

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Asset Allocation & Management Company

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