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Duke Energy shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 1.7k 131.01

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View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners
Northern Trust

View all funds holding Duke Energy