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Duke Energy shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 317 97.04
2020-09-30 $28k 317 88.33

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View all positions for Pacific Capital Wealth Advisors

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