Collaborative Fund Advisors »

Duke Energy shares owned by Collaborative Fund Advisors

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

Historical chart of Collaborative Fund Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Collaborative Fund Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 2.7k 126.58

More positions owned by Collaborative Fund Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Inc Class A cs (GOOGL)
Janus Detroit Str Tr (JAAA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Litman Gregory Fds Tr (DBMF)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr broad usd high (USHY)
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC)
Schwab Strategic Tr intrm trm (SCHR)
Schwab Strategic Tr sht tm us tres (SCHO)
Ishares Tr fltg rate nt (FLOT)
Broadcom (AVGO)
Vanguard Mortgage Bkd Sects ETF (VMBS)

View all positions for Collaborative Fund Advisors

Top funds holding Duke Energy

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

View all funds holding Duke Energy