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Duke Energy shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 1.8k 117.23

More positions owned by Madison Wealth Partners

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Sml Cap Eqt (SMLF)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Victory Portfolios Ii Core Intrmediate (UBND)

View all positions for Madison Wealth Partners

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Legal & General Group
Nuveen
Raymond James Financial

View all funds holding Duke Energy