Grey Fox Wealth Advisors »

Duke Energy shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $93k 750 123.70
2023-03-31 $83k 855 96.44
2022-12-31 $76k 737 102.99

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth 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
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy