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Duke Energy shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $44k 334 130.94
2020-03-31 $59k 731 80.71

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View all positions for Ballast Advisors

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners
Northern Trust
Wellington Management Company

View all funds holding Duke Energy