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
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Sequoia Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Sequoia Financial Advisors