JPL Wealth Management »

Duke Energy shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by JPL 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $120k 913 130.94
2025-09-30 $135k 1.1k 123.75

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ea Series Trust Alpha Architect (CAOS)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Architect (AAEQ)
UnitedHealth (UNH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Caterpillar (CAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for JPL Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy