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Duke Energy shares owned by Belleair Asset Management

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

Historical chart of Belleair Asset Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Belleair Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $350k 2.7k 130.94
2025-12-31 $317k 2.7k 117.21

More positions owned by Belleair Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Belleair Asset Management

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