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Duke Energy shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Duke Energy

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All positions including Duke Energy held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $466k 3.8k 123.75
2025-06-30 $353k 3.0k 118.00
2025-03-31 $388k 3.2k 121.97
2024-12-31 $314k 2.9k 107.76

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Ssga Active Etf Tr Blackstone Senr (SRLN)
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
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Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Msci Emrg Chn (EMXC)

View all positions for Live Oak Investment Partners

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