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Duke Energy shares owned by Briaud Financial Planning

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

Historical chart of Briaud Financial Planning investment in Duke Energy

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All positions including Duke Energy held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 175 97.14
2023-09-30 $17k 193 88.08

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View all positions for Briaud Financial Planning

Top funds holding Duke Energy

Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
FMR
Northern Trust
American Century Companies
Federated Investors

View all funds holding Duke Energy