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Duke Energy shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Duke Energy

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All positions including Duke Energy held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $627k 5.0k 126.57

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Avantis All International Markets Equity Etf Etf (AVNM)
Fidelity Enhanced Mid Cap Core Etf Etf (FMDE)
Apple Stock (AAPL)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small-cap Etf Etf (VB)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Stock (MSFT)

View all positions for Duncan Williams Asset 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