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

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Quarterly reported holdings in Duke Energy by Dimensional Fund Advisors

Quarter filed Position value Share count Share price at filing
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