Granite Bay Wealth Management »

Duke Energy shares owned by Granite Bay Wealth Management

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

Historical chart of Granite Bay Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $394k 3.1k 126.44

More positions owned by Granite Bay Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Emg Mkt Etf (EEM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Apple (AAPL)
Wisdomtree Tr Equity Premium (WTPI)
John Hancock Exchange Traded Corporate Bd (JHCB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Snowflake Com Shs (SNOW)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (QQEW)

View all positions for Granite Bay Wealth Management

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Franklin Resources
FMR
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Royal Bank of Canada
Northern Trust
Nuveen
GQG Partners

View all funds holding Duke Energy