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Duke Energy shares owned by TruNorth Capital Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by TruNorth Capital Management from 13F filings

Historical chart of TruNorth Capital Management investment in Duke Energy

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All positions including Duke Energy held by TruNorth Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $116k 940 123.75
2025-06-30 $111k 940 118.00
2025-03-31 $167k 1.4k 121.97
2024-12-31 $101k 940 107.74
2024-09-30 $108k 940 115.30
2024-06-30 $82k 816 100.23

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Global Core Plus (DFGP)
Stryker Corporation (SYK)
Spdr Series Trust Nuveen Ice Short (SHM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for TruNorth Capital Management

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