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Duke Energy shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $985k 9.1k 107.75
2024-09-30 $1.1M 9.3k 115.30
2024-06-30 $937k 9.4k 100.22

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View all positions for Beacon Financial Advisory

Top funds holding Duke Energy

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

View all funds holding Duke Energy