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Duke Energy shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 1.9k 123.77
2025-06-30 $209k 1.8k 118.03

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View all positions for Sax Wealth Advisors

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