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Duke Energy shares owned by First Pacific Financial

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by First Pacific Financial from 13F filings

Historical chart of First Pacific Financial investment in Duke Energy

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All positions including Duke Energy held by First Pacific Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 269 96.71
2023-12-31 $23k 234 97.04
2023-09-30 $21k 234 88.26
2023-06-30 $21k 234 89.74

More positions owned by First Pacific Financial

Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust World Equity Etf (DFAW)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Matthews Intl Fds Emerging Markets (EMSF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Microsoft Corporation (MSFT)

View all positions for First Pacific Financial

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy