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Duke Energy shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 2.7k 123.76
2025-06-30 $317k 2.7k 118.00
2025-03-31 $355k 2.9k 121.96
2024-12-31 $325k 3.0k 107.73

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Vanguard Bd Index Fds Vanguard Ultra (VUSB)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

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
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy