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Duke Energy shares owned by Websterrogers Financial Advisors

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

Historical chart of Websterrogers Financial Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Websterrogers Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $468k 4.0k 117.21

More positions owned by Websterrogers Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr International Lr (AVIV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Websterrogers Financial Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group
Nuveen

View all funds holding Duke Energy