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Duke Energy shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 3.3k 130.94
2022-03-31 $819k 7.3k 111.70
2021-12-31 $769k 7.3k 104.88
2021-09-30 $686k 7.0k 97.55
2021-06-30 $694k 7.0k 98.69
2021-03-31 $679k 7.0k 96.56
2020-12-31 $653k 7.1k 91.56
2020-09-30 $534k 6.0k 88.53
2020-06-30 $426k 5.3k 79.90

More positions owned by Curbstone Financial Management

SPDR Bloomberg Inter Floating Bdfund (FLRN)
Schwab International Equity ET Etf (SCHF)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
Vanguard Short Ter Corp Bd ETF Bdfund (VCSH)
Schwab US Mid Cap ETF Etf (SCHM)
Vanguard S&P 500 ETF Etf (VOO)
Schwab US Dividend Equity ETF Etf (SCHD)
Apple (AAPL)
Schwab US Large Cap Growth ETF Etf (SCHG)
Vanguard Intermediate Corp ETF Bdfund (VCIT)
Alphabet Inc Class C cs (GOOG)
Schwab US Small Cap ETF Etf (SCHA)
Microsoft Corporation (MSFT)
Schwab US Broad Mkt ETF Etf (SCHB)
Invesco SP 500 Equal Weight ET Etf (RSP)

View all positions for Curbstone Financial Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
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