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Duke Energy shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 1.7k 130.97

More positions owned by LVZ Advisors

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Dimensional Etf Trust Dimensional Us (DXUV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)

View all positions for LVZ Advisors

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