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Duke Energy shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 1.9k 130.94

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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View all positions for FSM Wealth Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy