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Duke Energy shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $102k 780 130.94
2021-09-30 $3.0k 28 107.14
2021-06-30 $3.0k 28 107.14

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial 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