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Duke Energy shares owned by Oxford Financial

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Duke Energy

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All positions including Duke Energy held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 2.1k 115.30
2022-06-30 $218k 2.0k 107.18
2022-03-31 $216k 1.9k 111.74
2021-12-31 $203k 1.9k 105.02

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View all positions for Oxford Financial

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