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Duke Energy shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 2.4k 123.75
2025-06-30 $222k 1.9k 118.03
2025-03-31 $210k 1.7k 121.97
2024-09-30 $84k 727 115.31

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View all positions for Capital Performance Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy