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Duke Energy shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Duke Energy

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All positions including Duke Energy held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 2.0k 117.20

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View all positions for Tred Avon Family Wealth

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