Zinnia Wealth Advisory »

Duke Energy shares owned by Zinnia Wealth Advisory

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

Historical chart of Zinnia Wealth Advisory investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Zinnia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $953k 7.3k 130.94

More positions owned by Zinnia Wealth Advisory

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPSM)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSB)
Wal-Mart Stores (WMT)

View all positions for Zinnia Wealth Advisory

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