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Duke Energy shares owned by Brady Martz Wealth Solutions

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Brady Martz Wealth Solutions from 13F filings

Historical chart of Brady Martz Wealth Solutions investment in Duke Energy

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All positions including Duke Energy held by Brady Martz Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Brady Martz Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $453k 3.6k 126.58

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ea Series Trust Brid Omn Sma Etf (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Alps Etf Tr Intl Sec Dv Dog (IDOG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Brady Martz Wealth Solutions

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners
Northern Trust
Wellington Management Company

View all funds holding Duke Energy