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Duke Energy shares owned by Horizon Wealth Management

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

Historical chart of Horizon Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Horizon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $211k 1.7k 121.97

More positions owned by Horizon Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Video Gmng Esprt (ESPO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Gbl Gold Mn (RING)
Coinbase Global Com Cl A (COIN)

View all positions for Horizon 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
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy