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Duke Energy shares owned by Financial Symmetry

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

Historical chart of Financial Symmetry investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Financial Symmetry

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 2.9k 123.75
2025-06-30 $341k 2.9k 117.99

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFAX)
Dimensional Etf Trust (DFEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Total World Stock Idx (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional International Small Cap Value ETF (DISV)
Dimensional Etf Trust (DUSB)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional Etf Trust (DFSV)
Apple (AAPL)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFAI)

View all positions for Financial Symmetry

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