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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
2024-03-31 $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
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy