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Duke Energy shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 1.8k 117.21

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
NVIDIA Corporation (NVDA)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Client 1st Advisory Group

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
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy