Duke Energy shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.5M | 26k | 130.94 |
| 2025-12-31 | $4.8M | 41k | 117.21 |
| 2022-06-30 | $2.2M | 21k | 107.19 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management