Symmetry Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1697493 GLASTONBURY, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$203,160

-$210,388 QoQ

Shares Held

1,605

-61.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,096

of 2,446 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Symmetry Partners, LLC holds $1,454,649 across 5 Utilities - Regulated Electric names. DUK ranks #5 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	3,899	$373,173
2	EIX	Edison International	4,998	$372,101
3	AEP	American Electric Power Co Inc	1,899	$259,802
4	PCG	PG&E Corp	14,650	$246,413
5	DUK	Duke Energy CORP This page	1,605	$203,160

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,160	1,605	-61.1%	Shares	Sole	2026-07-23
2024-06-30	$413,548	4,126	-13.7%	Shares	Sole	2024-07-11
2024-03-31	$462,370	4,781	0.0%	Shares	Sole	2024-04-02
2023-12-31	$463,948	4,781	0.0%	Shares	Sole	2024-01-02
2023-09-30	$421,971	4,781	0.0%	Shares	Sole	2023-10-10
2023-06-30	$429,046	4,781	0.0%	Shares	Sole	2023-07-05
2023-03-31	$461,223	4,781	0.0%	Shares	Sole	2023-04-03
2022-12-31	$492,395	4,781	0.0%	Shares	Sole	2023-01-06
2022-09-30	$444,728	4,781	0.0%	Shares	Sole	2022-10-03
2022-06-30	$512,571	4,781	0.0%	Shares	Sole	2022-07-11
2022-03-31	$533,846	4,781	0.0%	Shares	Sole	2022-04-04
2021-12-31	$501,526	4,781	0.0%	Shares	Sole	2022-01-11
2021-09-30	$466,577	4,781	-21.2%	Shares	Sole	2021-10-18
2021-06-30	$598,835	6,066	-6.0%	Shares	Sole	2021-07-07
2021-03-31	$622,811	6,452	-0.6%	Shares	Sole	2021-05-03
2020-12-31	$594,315	6,491	0.0%	Shares	Sole	2021-02-18
2020-09-30	$574,842	6,491	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.