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Duke Energy shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in Duke Energy

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All positions including Duke Energy held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 2.2k 115.29

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
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Johnson & Johnson (JNJ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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