Dynamic Wealth Strategies »

Duke Energy shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $39k 294 130.94

More positions owned by Dynamic Wealth Strategies

Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Expanded Tech Sector Etf Etf (IGM)
Vanguard Value Etf Etf (VTV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Etf Etf (EFA)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Ishares Msci Japan Etf Etf (EWJ)
Vaneck Gold Miners Etf Etf (GDX)

View all positions for Dynamic Wealth Strategies

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