Duke Energy shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 20k | 123.74 |
| 2025-06-30 | $1.0M | 8.7k | 117.60 |
| 2025-03-31 | $1.1M | 8.7k | 121.97 |
| 2024-12-31 | $1.0M | 9.4k | 107.74 |
| 2024-09-30 | $1.0M | 9.1k | 115.29 |
| 2024-06-30 | $1.3M | 14k | 99.60 |
| 2024-03-31 | $1.2M | 13k | 96.71 |
| 2023-12-31 | $1.8M | 18k | 95.53 |
| 2023-09-30 | $1.2M | 14k | 88.30 |
| 2023-06-30 | $1.5M | 16k | 89.78 |
| 2023-03-31 | $1.5M | 16k | 96.51 |
| 2022-12-31 | $451k | 4.4k | 103.09 |