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Duke Energy shares owned by Proathlete Wealth Management

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

Historical chart of Proathlete Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Proathlete Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 168 123.75
2025-06-30 $20k 168 118.00
2025-03-31 $21k 168 121.96

More positions owned by Proathlete Wealth Management

Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Avantis Us Small Cap Value Etf Uit Exchange Traded (AVUV)
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Duratn Bndactv Etf Uit Exchange Traded (NEAR)
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI)
Ishares National Muni Bond Etf Uit Exchange Traded (MUB)
Avantis International Equity Etf Uit Exchange Traded (AVDE)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)

View all positions for Proathlete Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy