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Duke Energy shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Duke Energy

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All positions including Duke Energy held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 206 123.75
2025-06-30 $24k 206 118.00
2025-03-31 $25k 206 121.97
2024-12-31 $22k 206 107.74

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

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