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Duke Energy shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Provence 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 Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 107 97.04
2023-09-30 $9.4k 107 88.26

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy