Duke Energy shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 46k | 123.75 |
| 2025-06-30 | $4.4M | 37k | 118.00 |
| 2025-03-31 | $4.4M | 36k | 121.97 |
| 2024-12-31 | $3.9M | 36k | 107.74 |
| 2024-09-30 | $3.3M | 28k | 115.30 |
| 2024-06-30 | $2.4M | 24k | 100.23 |
| 2024-03-31 | $7.1M | 74k | 96.71 |
| 2023-12-31 | $7.5M | 78k | 97.04 |
| 2023-09-30 | $6.4M | 72k | 88.26 |
| 2023-06-30 | $6.4M | 72k | 89.74 |
| 2023-03-31 | $5.8M | 60k | 96.47 |
| 2022-12-31 | $1.3M | 13k | 102.99 |
| 2022-09-30 | $759k | 8.2k | 93.07 |
| 2022-06-30 | $1.0M | 9.5k | 107.25 |
| 2022-03-31 | $1.1M | 9.8k | 111.68 |
| 2021-12-31 | $790k | 7.5k | 104.94 |
| 2021-06-30 | $796k | 8.1k | 98.69 |
| 2021-03-31 | $525k | 5.4k | 96.56 |
| 2020-12-31 | $480k | 5.2k | 91.48 |
| 2020-09-30 | $476k | 5.4k | 88.49 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $946k | 12k | 80.86 |
| 2019-12-31 | $438k | 4.8k | 91.23 |
| 2019-09-30 | $668k | 7.0k | 95.91 |
| 2019-06-30 | $640k | 7.3k | 88.17 |
| 2019-03-31 | $634k | 7.1k | 89.93 |
| 2018-12-31 | $494k | 5.7k | 86.38 |
| 2018-09-30 | $472k | 5.9k | 79.95 |
| 2018-06-30 | $559k | 7.1k | 79.12 |
| 2018-03-31 | $518k | 6.7k | 77.42 |
| 2017-12-31 | $532k | 6.3k | 84.16 |
| 2017-09-30 | $506k | 6.0k | 83.87 |
| 2017-06-30 | $470k | 5.6k | 83.53 |
| 2017-03-31 | $317k | 3.9k | 81.93 |
| 2016-12-31 | $287k | 3.7k | 77.67 |
| 2016-09-30 | $253k | 3.2k | 79.94 |
| 2016-06-30 | $296k | 3.5k | 85.77 |
| 2016-03-31 | $3.4k | 277 | 12.39 |
| 2015-12-31 | $329k | 4.6k | 71.43 |
| 2015-09-30 | $295k | 4.1k | 71.85 |
| 2015-06-30 | $290k | 4.1k | 70.63 |
| 2015-03-31 | $315k | 4.1k | 76.72 |
More positions owned by Sequoia Financial Advisors
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