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Duke Energy shares owned by Dopkins Wealth Management

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

Historical chart of Dopkins Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 1.8k 126.59

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ea Series Trust Brid Omn Sma Etf (BSVO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)

View all positions for Dopkins Wealth Management

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Franklin Resources
FMR
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Royal Bank of Canada
Northern Trust
Nuveen

View all funds holding Duke Energy