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Duke Energy shares owned by Berry Group

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

Historical chart of Berry Group investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Berry Group

Quarter filed Position value Share count Share price at filing
2020-12-31 $204k 2.2k 91.73
2019-12-31 $242k 2.7k 91.08

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Ishares Tr Core S&p Mcp Etf (IJH)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)

View all positions for Berry Group

Top funds holding Duke Energy

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

View all funds holding Duke Energy