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Duke Energy shares owned by Fiscal Wisdom Wealth Management

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

Historical chart of Fiscal Wisdom Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $276k 2.2k 126.58

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View all positions for Fiscal Wisdom Wealth 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