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Duke Energy shares owned by Pettinga Financial Advisors

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

Historical chart of Pettinga Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 2.3k 115.30
2024-06-30 $232k 2.3k 100.23

More positions owned by Pettinga Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Pettinga Financial Advisors

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