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Duke Energy shares owned by Financial Gravity Companies

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

Historical chart of Financial Gravity Companies investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2018-12-31 $80k 908 88.11
2018-03-31 $63k 790 79.75
2017-12-31 $27k 354 76.27

More positions owned by Financial Gravity Companies

SPDR S&P MidCap 400 ETF (MDY)
Vanguard Total Bond Market ETF (BND)
Vanguard REIT ETF (VNQ)
Spdr Ser Tr 1 3 hgh yield (BIL)
iShares Barclays 20+ Yr Treas.Bond (TLT)
Schwab Strategic Tr sht tm us tres (SCHO)
iShares iBoxx $ High Yid Corp Bond (HYG)
Spdr Short-term High Yield mf (SJNK)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Vanguard Intermediate-Term Bond ETF (BIV)
Sherwin-Williams Company (SHW)
Global X Etf equity
iShares Lehman 7-10 Yr Treas. Bond (IEF)
SPDR Barclays Capital Intl Tresy Bd ETF (BWX)
Invesco Emerging Markets S etf (PCY)

View all positions for Financial Gravity Companies

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