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Duke Energy shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in Duke Energy

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All positions including Duke Energy held by Gerald Baker Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $332k 2.6k 126.59
2026-03-31 $344k 2.6k 130.95

More positions owned by Gerald Baker Financial Group

Glacier Ban (GBCI)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Caterpillar (CAT)
National Retail Properties (NNN)
Reaves Util Income Com Sh Ben Int (UTG)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Gerald Baker Financial Group

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