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Duke Energy shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $39k 332 118.00
2025-03-31 $41k 332 121.97
2024-12-31 $36k 332 107.74

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View all positions for Centricity Wealth Management

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
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy