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Duke Energy shares owned by Sfam

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

Historical chart of Sfam investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 129 130.71

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SPDR S&P 500 Growth Fund State Street Spd (SPYG)
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Vanguard Growth Growth Etf (VUG)
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iShares Short Term Muni Shrt Nat Mun Etf (SUB)
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State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Franklin Resources
Northern Trust
Nuveen
Legal & General Group

View all funds holding Duke Energy