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Duke Energy shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $309k 2.7k 115.30
2024-06-30 $274k 2.7k 100.24
2024-03-31 $245k 2.5k 96.08
2019-09-30 $67k 706 94.90
2019-06-30 $75k 848 88.44
2019-03-31 $56k 623 89.89
2018-12-31 $52k 607 85.67

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Angel Oak Funds Trust Income Etf (CARY)
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View all positions for Executive Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy