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Duke Energy shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 43k 115.30
2024-06-30 $4.0M 40k 100.23
2024-03-31 $2.4M 25k 96.71
2023-12-31 $2.7M 27k 97.04

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View all positions for Concurrent Investment Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy