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Duke Energy shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 1.9k 107.75
2024-09-30 $210k 1.8k 115.30

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)

View all positions for Kestra Investment Management

Top funds holding Duke Energy

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

View all funds holding Duke Energy