Duke Energy shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242M | 2.0M | 123.75 |
| 2025-06-30 | $230M | 1.9M | 118.00 |
| 2025-03-31 | $237M | 1.9M | 121.97 |
| 2024-12-31 | $204M | 1.9M | 107.74 |
| 2024-09-30 | $212M | 1.8M | 115.30 |
| 2024-06-30 | $182M | 1.8M | 100.23 |
| 2024-03-31 | $153M | 1.6M | 96.71 |
| 2023-12-31 | $152M | 1.6M | 97.04 |
| 2023-09-30 | $136M | 1.5M | 88.26 |
| 2023-06-30 | $136M | 1.5M | 89.74 |
| 2023-03-31 | $140M | 1.5M | 96.47 |
| 2022-12-31 | $149M | 1.4M | 102.99 |
| 2022-09-30 | $132M | 1.4M | 93.02 |
| 2022-06-30 | $153M | 1.4M | 107.21 |
| 2022-03-31 | $162M | 1.4M | 111.66 |
| 2021-12-31 | $145M | 1.4M | 104.90 |
| 2021-09-30 | $135M | 1.4M | 97.59 |
| 2021-06-30 | $139M | 1.4M | 98.72 |
| 2021-03-31 | $138M | 1.4M | 96.53 |
| 2020-12-31 | $132M | 1.4M | 91.56 |
| 2020-09-30 | $127M | 1.4M | 88.52 |
| 2020-06-30 | $111M | 1.4M | 79.89 |
| 2020-03-31 | $111M | 1.4M | 80.90 |
| 2019-12-31 | $125M | 1.4M | 91.21 |
| 2019-09-30 | $131M | 1.4M | 95.86 |
| 2019-06-30 | $121M | 1.4M | 88.24 |
| 2019-03-31 | $122M | 1.4M | 90.00 |
| 2018-12-31 | $113M | 1.3M | 86.30 |
| 2018-09-30 | $101M | 1.3M | 80.01 |
| 2018-06-30 | $99M | 1.3M | 79.08 |
| 2018-03-31 | $96M | 1.2M | 77.47 |
| 2017-12-31 | $104M | 1.2M | 84.11 |
| 2017-09-30 | $103M | 1.2M | 83.92 |
| 2017-06-30 | $103M | 1.2M | 83.59 |
| 2017-03-31 | $99M | 1.2M | 82.01 |
| 2016-12-31 | $90M | 1.2M | 77.62 |
| 2016-09-30 | $91M | 1.1M | 80.04 |
| 2016-06-30 | $94M | 1.1M | 85.77 |
| 2016-03-31 | $87M | 1.1M | 80.68 |
| 2015-12-31 | $72M | 1.0M | 71.40 |
| 2015-09-30 | $68M | 945k | 71.93 |
| 2015-03-31 | $66M | 862k | 76.77 |
| 2014-12-31 | $69M | 827k | 83.56 |
| 2014-09-30 | $55M | 735k | 74.76 |
| 2014-06-30 | $57M | 763k | 74.18 |
| 2014-03-31 | $53M | 748k | 71.21 |
| 2013-12-31 | $51M | 738k | 69.01 |
| 2013-09-30 | $47M | 709k | 66.78 |
| 2013-06-30 | $47M | 697k | 67.50 |