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Duke Energy shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Duke Energy

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All positions including Duke Energy held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $162k 1.4k 117.21

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View all positions for Wealth Preservation Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Franklin Resources
Northern Trust
Legal & General Group
Nuveen
Raymond James Financial
Capital Research Global Investors

View all funds holding Duke Energy