Schulz Wealth »

Duke Energy shares owned by Schulz Wealth

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

Historical chart of Schulz Wealth investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Schulz Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 2.5k 115.30
2024-06-30 $251k 2.5k 100.23
2024-03-31 $242k 2.5k 96.71
2023-12-31 $243k 2.5k 97.04

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)

View all positions for Schulz Wealth

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
FMR
Legal & General Group
Pathway Financial Advisers

View all funds holding Duke Energy