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Duke Energy shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $404k 4.2k 96.71
2023-12-31 $420k 4.3k 97.05
2023-09-30 $402k 4.6k 87.93
2023-06-30 $502k 5.6k 89.74
2023-03-31 $586k 6.1k 96.46
2022-12-31 $646k 6.3k 102.95
2022-09-30 $1.8M 20k 93.03
2022-06-30 $2.0M 18k 113.24
2022-03-31 $2.1M 19k 111.09

More positions owned by ICA Group Wealth Management

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First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

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