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Duke Energy shares owned by Strategic Wealth Management Group

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

Historical chart of Strategic Wealth Management Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $255k 2.6k 98.84
2021-03-31 $249k 2.6k 96.59
2020-12-31 $207k 2.3k 91.71
2020-09-30 $202k 2.3k 88.71

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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