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Duke Energy shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 206 126.58

More positions owned by Tanglewood Legacy Advisors

Ishares S&p MF Closed and MF Open (IUSG)
Ishares Core MF Closed and MF Open (IUSV)
Invesco S&p MF Closed and MF Open (RWL)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GFEB)
First Trust MF Closed and MF Open (GJAN)

View all positions for Tanglewood Legacy Advisors

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Franklin Resources
FMR
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Royal Bank of Canada
Northern Trust
Nuveen

View all funds holding Duke Energy