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Duke Energy shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 141 115.30
2024-06-30 $14k 141 100.23
2024-03-31 $13k 130 96.71
2023-12-31 $13k 130 97.04

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Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
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Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Large-cap Etf Large Cap Etf (VV)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital 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