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Duke Energy shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Duke Energy

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All positions including Duke Energy held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $31k 274 114.15
2024-09-30 $58k 502 115.25
2023-12-31 $48k 495 96.99

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Pimco High Income Com Shs (PHK)
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Select Sector Spdr Tr Indl (XLI)
Global X Fds Cybrscurty Etf (BUG)
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Parker-Hannifin Corporation (PH)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Merck & Co (MRK)

View all positions for Livelsberger Financial Advisory

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Franklin Resources
FMR
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Royal Bank of Canada
Northern Trust
Nuveen
GQG Partners

View all funds holding Duke Energy