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Duke Energy shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Virginia Estate & Retirement Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 185 126.58

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Series Trust Sp Kensho Final (ROKT)

View all positions for Virginia Estate & Retirement Planning Advisors

Top funds holding Duke Energy

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

View all funds holding Duke Energy