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Duke Energy shares owned by Landmark Wealth Management

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

Historical chart of Landmark Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $251k 1.9k 130.93
2022-03-31 $883k 883 1000.00

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Victory Portfolios Ii Shares Free Cash (VFLO)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Scp Etf (IJR)
T Rowe Price Etf Total Return Etf (TOTR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Doubleline Etf Trust Opportunistic Co (DBND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Landmark 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