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Duke Energy shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 1.9k 117.21

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View all positions for Collaborative Wealth Managment

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