Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$372,145
-$12,687 QoQ
Shares Held
2,940
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#1,671
of 2,446 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Financial Symmetry Inc holds $372,145 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,940 | $372,145 |
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,145 | 2,940 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $384,832 | 2,939 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $344,480 | 2,939 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $363,701 | 2,939 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $340,666 | 2,887 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||