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Duke Energy shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $287k 2.5k 115.30
2024-06-30 $249k 2.5k 100.23

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Developed Mrkt (ICOW)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)

View all positions for Syntegra Private Wealth Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy