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Duke Energy shares owned by Livelsberger Financial Advisory

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

Historical chart of Livelsberger Financial Advisory investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 495 96.99

More positions owned by Livelsberger Financial Advisory

Invesco Insured Municipal Income Trust (IIM)
Blackrock Municipal Inco SH (BFK)
Abbvie (ABBV)
PIMCO High Income Fund (PHK)
Gorman-Rupp Company (GRC)
Dws Municipal Income Cf non-tax cef (KTF)
Welltower Inc Com reit (WELL)
Apple (AAPL)
Abbott Laboratories (ABT)
Thornburg Income Builder (TBLD)
Exxon Mobil Corporation (XOM)
Nuveen Div Adv Muni Fd 3 Ben Int (NZF)
Eaton Vance Municipal In SH (EVN)
Bank of America Corporation (BAC)
ACADIA Pharmaceuticals (ACAD)

View all positions for Livelsberger Financial Advisory

Top funds holding Duke Energy

Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
FMR
Northern Trust
American Century Companies
Federated Investors

View all funds holding Duke Energy