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Duke Energy shares owned by James J. Burns & Company

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in Duke Energy

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All positions including Duke Energy held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 1.8k 123.75
2025-06-30 $219k 1.9k 118.00
2025-03-31 $219k 1.8k 121.97

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
T Rowe Price Etf Us Equity Resear (TSPA)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for James J. Burns & Company

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