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Duke Energy shares owned by Seneschal Advisors

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

Historical chart of Seneschal Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Seneschal Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0k 65 123.75

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Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
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Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Costco Wholesale Corporation (COST)
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Apple (AAPL)
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View all positions for Seneschal Advisors

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