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Duke Energy shares owned by Gould Asset Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Gould Asset Management from 13F filings

Historical chart of Gould Asset Management investment in Duke Energy

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All positions including Duke Energy held by Gould Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Gould Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 1.7k 123.75
2025-03-31 $203k 1.7k 121.97

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
Spdr Gold Minishares Trust Spdr Gld Minis (GLDM)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
Spdr Barclays Intl Treasury B Bloomberg Intl T (BWX)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Fossil Fuel Rese Spdr S&p 500 Etf (SPYX)
Apple (AAPL)
Pimcototal Return Etf Active Bd Etf (BOND)
Wisdomtree Emmkts Ex-stt-ownd Em Ex St-owned (XSOE)

View all positions for Gould Asset 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