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Duke Energy shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $202k 2.1k 97.04
2023-09-30 $229k 2.6k 88.26
2023-03-31 $240k 2.4k 101.66
2022-06-30 $201k 1.9k 107.20
2022-03-31 $209k 1.9k 111.47

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Mmentm (MTUM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Monticello Wealth Management

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy