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Duke Energy shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Duke Energy

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All positions including Duke Energy held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 3.6k 112.48
2024-06-30 $405k 3.6k 112.82
2024-03-31 $354k 3.6k 98.78
2023-12-31 $344k 3.6k 96.24

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View all positions for Kiely Wealth Advisory Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy