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Duke Energy shares owned by Clarfeld Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Clarfeld Financial Advisors from 13F filings

Historical chart of Clarfeld Financial Advisors investment in Duke Energy

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All positions including Duke Energy held by Clarfeld Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Clarfeld Financial Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $19k 225 84.44

More positions owned by Clarfeld Financial Advisors

iShares S&P 500 Index (IVV)
iShares Russell 2000 Index (IWM)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI Emerging Markets Indx (EEM)
Ishares Tr usa min vo (USMV)
J P Morgan Exchange Traded F ultra shrt (JPST)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P 500 Value Index (IVE)
Ishares Inc core msci emkt (IEMG)
Spdr S&p 500 Etf (SPY)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)
SPDR DJ Wilshire REIT (RWR)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Clarfeld Financial Advisors

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