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Duke Energy shares owned by Balance Wealth

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

Historical chart of Balance Wealth investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 2.1k 123.73
2025-06-30 $219k 1.9k 117.99
2025-03-31 $227k 1.9k 121.95

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J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

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