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Duke Energy shares owned by IFS Group

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

Historical chart of IFS Group investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by IFS Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 1.8k 130.94

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Pacer Fds Tr Metaurus Cap 400 (QDPL)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Texas Pacific Land Corp (TPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
First Tr Exchange-traded A Com Shs (FTC)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Mbs Etf (MBB)

View all positions for IFS 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