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Duke Energy shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 271 115.30
2024-03-31 $26k 271 96.71
2023-12-31 $26k 271 97.04

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Franklin Resources
Charles Schwab Investment Management
Royal Bank of Canada
Pathway Financial Advisers
American Century Companies
Federated Investors
Bank of New York Mellon
Neuberger Berman Group

View all funds holding Duke Energy