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Duke Energy shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 1.7k 130.94

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Duke Energy

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

View all funds holding Duke Energy