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Duke Energy shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Blake Schutter Theil Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $778k 6.3k 123.74
2025-06-30 $742k 6.3k 117.99
2025-03-31 $1.1M 9.3k 121.97
2024-12-31 $1.0M 9.5k 107.74
2024-09-30 $1.1M 9.6k 115.30

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Schwab Strategic Tr 1000 Index Etf (SCHK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Divid Etf (DIVB)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Nuveen Muni Value Fund (NUV)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy