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Duke Energy shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Duke Energy

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All positions including Duke Energy held by Waller 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 1.6k 130.94

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Waller 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