Wilkins Miller Wealth Management »

Duke Energy shares owned by Wilkins Miller Wealth Management

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

Historical chart of Wilkins Miller Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Wilkins Miller Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.7k 123.80
2025-06-30 $200k 1.7k 118.03
2025-03-31 $206k 1.7k 122.04

More positions owned by Wilkins Miller Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Wilkins Miller Wealth Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy