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Duke Energy shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Duke Energy

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All positions including Duke Energy held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 19k 96.71
2023-12-31 $2.1M 22k 97.04
2023-09-30 $2.5M 14k 179.18
2023-06-30 $1.3M 15k 89.74

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View all positions for Kingswood Wealth Advisors

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