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Duke Energy shares owned by Sovereign Investment Advisors

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

Historical chart of Sovereign Investment Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $297k 2.3k 130.94

More positions owned by Sovereign Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Bny Mellon Etf Trust Global Infrasctr (BKGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
MPLX Com Unit Rep Ltd (MPLX)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Enterprise Products Partners (EPD)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Western Midstream Partners L Com Unit Lp Int (WES)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sovereign Investment 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