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Duke Energy shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Duke Energy

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All positions including Duke Energy held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 500 115.30
2024-06-30 $55k 550 100.23
2024-03-31 $53k 550 96.71
2023-12-31 $53k 550 97.04
2023-09-30 $49k 550 88.26
2023-06-30 $49k 550 89.74
2023-03-31 $53k 550 96.47

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Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy