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Duke Energy shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 19k 117.18

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View all positions for Garton & Associates Financial Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
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

View all funds holding Duke Energy