Lighthouse Financial Advisors »

Duke Energy shares owned by Lighthouse Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lighthouse Financial Advisors from 13F filings

Historical chart of Lighthouse Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Lighthouse Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $358k 3.7k 96.50
2020-12-31 $397k 4.3k 91.41
2020-09-30 $379k 4.3k 88.53
2020-06-30 $339k 4.2k 79.90
2020-03-31 $340k 4.3k 79.18
2019-12-31 $380k 4.2k 91.13

More positions owned by Lighthouse Financial Advisors

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Sherwin-Williams Company (SHW)
ARK Innovation ETF Innovation Etf (ARKK)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

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