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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
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 Large Co. Index Etf Etf (FNDF)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Vanguard Russell 1000 Value Etf Etf (VONV)
Apple Stock (AAPL)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy