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Duke Energy shares owned by Atlanta Consulting Group Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Atlanta Consulting Group Advisors from 13F filings

Historical chart of Atlanta Consulting Group Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Atlanta Consulting Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Atlanta Consulting Group Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $602k 6.0k 100.23
2024-03-31 $631k 6.5k 96.71

More positions owned by Atlanta Consulting Group Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Coca-Cola Company (KO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Churchill Downs (CHDN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atlanta Consulting Group Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Capital Research Global Investors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Charles Schwab Investment Management
Royal Bank of Canada
Legal & General Group
FMR
Northern Trust

View all funds holding Duke Energy