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Duke Energy shares owned by Cannon Wealth Management Services

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cannon Wealth Management Services from 13F filings

Historical chart of Cannon Wealth Management Services investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Cannon Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 19k 115.30

More positions owned by Cannon Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio Short (SPSB)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Pfd And Incm Sec (PFF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Cannon Wealth Management Services

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy