Meadowbrook Wealth Management »

Duke Energy shares owned by Meadowbrook Wealth Management

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

Historical chart of Meadowbrook Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Meadowbrook Wealth Management 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 Meadowbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $324k 2.8k 117.21
2025-09-30 $342k 2.8k 123.75

More positions owned by Meadowbrook Wealth Management

Amazon.com Large US Bl Eq (AMZN)
Shopify Inc Cl A Large For Eq (SHOP)
Applovin Corp Cl A Large US Gro Eq (APP)
Abbvie Large US Val Eq (ABBV)
Nvidia Corp Large US Gro Eq (NVDA)
Eli Lilly & Co Large US Gro Eq (LLY)
Ge Aerospace Large US Gro Eq (GE)
Microsoft Corp Large US Bl Eq (MSFT)
Robinhood Markets Inc Cl A Large US Gro Eq (HOOD)
Visa Inc Cl A Large US Bl Eq (V)
Jpmorgan Chase & Co Large US Val Eq (JPM)
Alphabet Inc Cl A Large US Bl Eq (GOOGL)
Broadcom Large US Gro Eq (AVGO)
Goldman Sachs Group Large US Val Eq (GS)
Nebius Group N V Cl A Large For Eq (NBIS)

View all positions for Meadowbrook Wealth Management

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