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Duke Energy shares owned by Beacon Wealthcare

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

Historical chart of Beacon Wealthcare investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Beacon Wealthcare

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 1.8k 130.98
2025-03-31 $225k 1.8k 121.97

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View all positions for Beacon Wealthcare

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Franklin Resources
Northern Trust
Legal & General Group
Nuveen
Raymond James Financial
Capital Research Global Investors

View all funds holding Duke Energy