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Duke Energy shares owned by Revisor Wealth Management

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

Historical chart of Revisor Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $437k 3.8k 115.30
2024-06-30 $442k 4.4k 100.23
2024-03-31 $566k 5.8k 96.84

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Ser Tr Portfli High Yld (SPHY)
Dbx Etf Tr Xtrack Usd High (HYLB)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)

View all positions for Revisor Wealth Management

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