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Duke Energy shares owned by Marathon Strategic Advisors

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

Historical chart of Marathon Strategic Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $577k 4.7k 123.76
2024-06-30 $406k 4.1k 100.24

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Mid Cap (SPMD)
SPDR DJ Wilshire Large Cap (SPLG)
SPDR S&P Emerging Markets (SPEM)
iShares S&P 500 Index (IVV)
SPDR S&P World ex-US (SPDW)
Vanguard Europe Pacific ETF (VEA)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Vanguard REIT ETF (VNQ)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
BlackRock Floating Rate Income Strat. Fn (FRA)
Calamos Conv. Opptys. & Income Fund (CHI)
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ)
Spdr Ser Tr spdr russel 2000 (SPSM)
WisdomTree SmallCap Dividend Fund (DES)

View all positions for Marathon Strategic 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
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