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Duke Energy shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 2.6k 115.30
2024-03-31 $177k 1.8k 96.71
2023-12-31 $159k 1.6k 97.04

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View all positions for BKM Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy