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Duke Energy shares owned by CSM Advisors

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

Historical chart of CSM Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by CSM Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $26M 222k 117.21
2025-09-30 $35M 279k 123.75
2025-06-30 $39M 328k 117.99

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Alphabet Class C (GOOG)
Us Bancorp Del Common (USB)
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Jpmorgan Chase & Co Common (JPM)
Hartford Insurance Common (HIG)
Johnson & Johnson Common (JNJ)
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Ishares Msci Eurozone (EZU)
Citigroup Common (C)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)

View all positions for CSM Advisors

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