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Duke Energy shares owned by Gries Financial

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

Historical chart of Gries Financial investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Gries Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 2.0k 123.75
2025-06-30 $221k 1.9k 118.00
2025-03-31 $223k 1.8k 121.97

More positions owned by Gries Financial

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
RBB Us Treas 3 Mnth (TBIL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Gries Financial

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