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Duke Energy shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Duke Energy

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All positions including Duke Energy held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $70k 562 123.75
2025-06-30 $66k 562 118.00
2025-03-31 $69k 562 121.97
2024-12-31 $62k 571 107.74
2024-09-30 $66k 571 115.30
2024-06-30 $57k 571 100.23
2024-03-31 $60k 621 96.71
2023-12-31 $71k 732 97.04

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
Vanguard Small Cap Value Etf Etf (VBR)

View all positions for Bruce G. Allen Investments

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