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Duke Energy shares owned by Founders Grove Wealth Partners

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

Historical chart of Founders Grove Wealth Partners investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Founders Grove Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.0k 123.75
2025-06-30 $220k 1.9k 118.00
2025-03-31 $249k 2.0k 121.97
2024-12-31 $220k 2.0k 107.74

More positions owned by Founders Grove Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Consum Dis Etf (VCR)

View all positions for Founders Grove Wealth Partners

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