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Duke Energy shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 9.3k 117.21

More positions owned by Advisortrust Partners

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Wal-Mart Stores (WMT)
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View all positions for Advisortrust Partners

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Legal & General Group
Nuveen
Raymond James Financial

View all funds holding Duke Energy