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Duke Energy shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $228k 2.1k 107.74
2024-09-30 $233k 2.0k 115.30

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Intergy Private Wealth

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Wellington Management Company
FMR
Morgan Stanley
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Bank of America Corporation
Legal & General Group
Capital Research Global Investors

View all funds holding Duke Energy