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Duke Energy shares owned by Acropolis Investment Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Acropolis Investment Management from 13F filings

Historical chart of Acropolis Investment Management investment in Duke Energy

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All positions including Duke Energy held by Acropolis Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Acropolis Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $114k 932 121.97
2023-03-31 $186k 1.9k 96.49
2022-12-31 $198k 1.9k 103.01

More positions owned by Acropolis Investment Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Acropolis Investment Management

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
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy