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Duke Energy shares owned by IFS Advisors

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

Historical chart of IFS Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by IFS Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $24k 200 121.97
2024-12-31 $22k 200 107.74

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)

View all positions for IFS 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
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy