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Duke Energy shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 1.7k 130.96

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Core Us Aggbd Etf (AGG)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust S&p 500 Etf (SPY)
Pgim Investments Active High Yld Bd Etf (PHYL)

View all positions for Ellenbecker Investment Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy