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Duke Energy shares owned by PCA Investment Advisory Services

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by PCA Investment Advisory Services from 13F filings

Historical chart of PCA Investment Advisory Services investment in Duke Energy

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All positions including Duke Energy held by PCA Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by PCA Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $282k 2.9k 97.04
2023-09-30 $281k 3.2k 88.26
2023-06-30 $315k 3.5k 89.76
2023-03-31 $337k 3.5k 96.48

More positions owned by PCA Investment Advisory Services

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Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for PCA Investment Advisory Services

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