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Duke Energy shares owned by Keel Point

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in Duke Energy

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All positions including Duke Energy held by Keel Point consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 2.2k 96.70
2023-12-31 $217k 2.2k 97.05
2021-06-30 $302 10 30.20

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

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