Duke Energy shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 29k | 123.75 |
| 2025-06-30 | $2.7M | 22k | 125.21 |
| 2025-03-31 | $1.1M | 8.9k | 121.97 |
| 2024-12-31 | $739k | 7.0k | 106.14 |
| 2024-09-30 | $372k | 3.2k | 115.30 |
| 2024-06-30 | $324k | 3.2k | 100.23 |
| 2024-03-31 | $314k | 3.2k | 96.71 |
| 2022-12-31 | $213k | 2.1k | 102.99 |
| 2022-03-31 | $202k | 1.8k | 111.73 |
| 2019-12-31 | $212k | 2.3k | 91.14 |
| 2019-09-30 | $223k | 2.3k | 95.87 |
| 2019-06-30 | $205k | 2.3k | 88.13 |
| 2019-03-31 | $209k | 2.3k | 89.85 |
| 2018-12-31 | $201k | 2.3k | 86.41 |