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Duke Energy shares owned by Good Steward Wealth Advisors

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

Historical chart of Good Steward Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Good Steward Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $438k 3.5k 123.75
2025-06-30 $559k 4.7k 118.00
2025-03-31 $859k 7.0k 121.97

More positions owned by Good Steward Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vaneck Etf Trust Preferred Securt (PFXF)
Scm Trust Shelton Eqt Pre
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds X Emerging Mkt (EMBD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alps Etf Tr Reit Divide Dogs (RDOG)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Good Steward Wealth Advisors

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