Coppell Advisory Solutions »

Duke Energy shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Coppell Advisory Solutions 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 Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $379k 3.9k 97.04
2023-09-30 $53k 510 102.99
2023-06-30 $193k 2.2k 88.89
2022-12-31 $53k 510 102.99

More positions owned by Coppell Advisory Solutions

First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)
Jp Morgan Chase & Co JPM (JPM)
Kingsmen Resources Ord KNG (KNG)
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
Broadcom Avgo (AVGO)
Ishares Trust Short Treas Bd Etf SHV (SHV)
First Trust Large Cap Value Al Com Shs Etf Fta (FTA)
Ishares Trust Core S&p500 Etf Ivv (IVV)
First Trust Exchange-traded Fu Cap Strength Etf FTCS (FTCS)
Vaneck Vectors Etf Trust Invt Grade Fltg Etf FLTR (FLTR)
Vanguard S&p 500 Etf Voo (VOO)
First Tst Value Li Shs Etf FVD (FVD)

View all positions for Coppell Advisory Solutions

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy