Duke Energy shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 7.3k | 123.75 |
| 2025-06-30 | $431k | 3.6k | 118.01 |
| 2025-03-31 | $469k | 3.8k | 121.98 |
| 2024-09-30 | $244k | 2.1k | 115.32 |
| 2024-06-30 | $344k | 3.4k | 100.24 |
| 2024-03-31 | $302k | 3.1k | 96.71 |
| 2023-12-31 | $349k | 3.6k | 97.04 |
| 2023-09-30 | $379k | 4.3k | 88.26 |
| 2023-06-30 | $372k | 4.1k | 89.74 |
| 2023-03-31 | $420k | 4.4k | 96.47 |
| 2022-12-31 | $223k | 2.2k | 102.99 |
| 2022-03-31 | $221k | 2.0k | 111.90 |