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Duke Energy shares owned by Lake Point Wealth Management

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

Historical chart of Lake Point Wealth Management investment in Duke Energy

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All positions including Duke Energy held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $4.0k 33 121.21
2022-03-31 $4.0k 33 121.21
2021-12-31 $3.0k 33 90.91
2021-09-30 $3.0k 33 90.91
2021-06-30 $3.0k 33 90.91
2020-03-31 $7.0k 90 77.78
2019-12-31 $8.0k 90 88.89
2019-06-30 $98k 1.1k 88.69
2019-03-31 $98k 1.1k 88.69
2018-12-31 $712k 8.2k 86.36

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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

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