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Duke Energy shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $488k 3.7k 130.94
2021-03-31 $6.0k 66 90.91
2020-12-31 $6.0k 66 90.91
2020-09-30 $6.0k 66 90.91
2020-06-30 $8.0k 94 85.11
2020-03-31 $8.0k 94 85.11
2019-12-31 $9.0k 94 95.74

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Dj Glbl Divid (FGD)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Stonebridge Financial Planning Group

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
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy