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Duke Energy shares owned by Marotta Asset Management

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

Historical chart of Marotta Asset Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Marotta Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 4.0k 115.31
2024-06-30 $403k 4.1k 99.36

More positions owned by Marotta Asset Management

Vanguard Mid-Cap Value ETF (VOE)
Vanguard Information Technology ETF (VGT)
Vanguard Malvern Fds strm infproidx (VTIP)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Columbia Etf Tr Ii Em Core Ex etf (XCEM)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Consumer Staples ETF (VDC)
Vanguard Health Care ETF (VHT)
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr sht tm us tres (SCHO)
Schwab Strategic Tr 0 (SCHP)
Ishares Msci Finland Capped (EFNL)
Ishares Msci Denmark Capped (EDEN)
Ishares Tr cmn (EIRL)

View all positions for Marotta Asset Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy