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Duke Energy shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Facet Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 1.7k 123.76
2024-12-31 $204k 1.8k 115.01

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Facet Wealth

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy