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Duke Energy shares owned by North Ridge Wealth Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by North Ridge Wealth Advisors from 13F filings

Historical chart of North Ridge Wealth Advisors investment in Duke Energy

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All positions including Duke Energy held by North Ridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 84 131.69

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Intl Trea Bd Etf (IGOV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Real Estate Etf (AVRE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Value Etf (VTV)

View all positions for North Ridge Wealth Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy