Duke Energy shares owned by Symphony Financial
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 16k | 123.18 |
| 2025-06-30 | $1.8M | 15k | 118.21 |
| 2024-12-31 | $1.6M | 15k | 110.66 |
| 2024-09-30 | $2.0M | 17k | 115.95 |
| 2024-06-30 | $1.8M | 18k | 100.57 |
| 2024-03-31 | $1.8M | 18k | 96.71 |
| 2023-12-31 | $1.9M | 20k | 98.01 |
| 2023-09-30 | $1.9M | 22k | 85.51 |
| 2023-06-30 | $1.9M | 21k | 88.90 |
| 2023-03-31 | $1.9M | 20k | 96.17 |
| 2022-12-31 | $2.2M | 21k | 104.77 |
| 2022-09-30 | $2.2M | 23k | 95.06 |
| 2022-06-30 | $2.4M | 23k | 106.03 |
| 2022-03-31 | $2.6M | 23k | 114.84 |
| 2021-12-31 | $2.0M | 19k | 103.49 |
| 2021-09-30 | $1.7M | 18k | 98.36 |
| 2021-06-30 | $2.1M | 21k | 98.50 |
| 2021-03-31 | $1.4M | 15k | 97.55 |
| 2020-12-31 | $963k | 11k | 89.69 |
| 2020-09-30 | $1.0M | 12k | 88.54 |
| 2020-06-30 | $686k | 8.6k | 79.89 |
| 2020-03-31 | $509k | 6.1k | 83.46 |