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Duke Energy shares owned by Mallini Complete Financial Planning

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mallini Complete Financial Planning from 13F filings

Historical chart of Mallini Complete Financial Planning investment in Duke Energy

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All positions including Duke Energy held by Mallini Complete Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 1.7k 123.72
2025-03-31 $202k 1.7k 121.98

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)
Vanguard S&p 500 Etf Etf (Principal) (VOO)
Vanguard Esg International Stock Etf Etf (VSGX)
Ares Capital Corp Cef (ARCC)
Apple Stock (AAPL)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Guggenheim Strategic Opportun Com Sbi Cef (GOF)
Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

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