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Duke Energy shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 2.5k 117.23
2025-09-30 $321k 2.6k 123.77
2025-06-30 $356k 3.0k 117.99
2025-03-31 $367k 3.0k 121.96
2024-12-31 $313k 2.9k 107.75

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Spdr Series Trust State Street Spd (VLU)
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Caterpillar (CAT)

View all positions for RFG - Bristol Wealth 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
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy