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Duke Energy shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $5.0k 60 83.33
2017-12-31 $13k 160 81.25

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Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
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iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
FMR
Legal & General Group
Pathway Financial Advisers

View all funds holding Duke Energy