Portus Wealth Advisors »

Duke Energy shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 84 130.94

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds State Street Spd (CWI)
Vanguard Index Fds Value Etf (VTV)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Caterpillar (CAT)
Lam Research Corp Com New (LRCX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth 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