Duke Energy shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $624k | 5.0k | 123.75 |
| 2025-06-30 | $586k | 5.0k | 118.00 |
| 2025-03-31 | $600k | 4.9k | 121.97 |
| 2024-12-31 | $535k | 5.0k | 107.74 |
| 2024-09-30 | $434k | 3.8k | 115.30 |
| 2024-06-30 | $314k | 3.1k | 100.23 |
| 2024-03-31 | $269k | 2.8k | 96.71 |
| 2023-12-31 | $268k | 2.8k | 97.04 |