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Duke Energy shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 1.8k 123.78
2025-06-30 $212k 1.8k 118.03
2025-03-31 $217k 1.8k 121.97
2024-09-30 $206k 1.8k 115.29
2020-12-31 $24k 264 90.91

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)

View all positions for Safeguard Investment Advisory Group

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