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Duke Energy shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 4.6k 123.76
2025-06-30 $542k 4.6k 118.02
2025-03-31 $496k 4.1k 121.99
2024-12-31 $436k 4.0k 107.76
2020-03-31 $63k 783 80.46
2019-09-30 $97k 1.0k 95.66
2019-06-30 $49k 556 88.13
2019-03-31 $68k 755 90.07

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First Trust MF Closed and MF Open (FVD)
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American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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