WR Wealth Planners »

Duke Energy shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $156k 1.6k 100.26
2024-03-31 $170k 1.8k 96.73
2023-09-30 $156k 1.8k 88.26
2023-06-30 $170k 1.9k 89.74
2023-03-31 $186k 1.9k 96.46

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Capital Research Global Investors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Charles Schwab Investment Management
Royal Bank of Canada
Legal & General Group
FMR
Northern Trust

View all funds holding Duke Energy