Duke Energy shares owned by Sigma Planning
Historical chart of Sigma Planning investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 38k | 123.75 |
| 2025-06-30 | $4.9M | 41k | 118.00 |
| 2025-03-31 | $5.4M | 44k | 121.97 |
| 2024-12-31 | $5.0M | 47k | 107.74 |
| 2024-09-30 | $6.2M | 54k | 115.30 |
| 2024-06-30 | $5.6M | 56k | 100.23 |
| 2024-03-31 | $5.1M | 53k | 96.71 |
| 2023-12-31 | $2.2M | 23k | 97.04 |
| 2023-09-30 | $4.3M | 49k | 88.26 |
| 2023-06-30 | $4.2M | 47k | 89.74 |
| 2023-03-31 | $4.7M | 49k | 96.47 |
| 2022-12-31 | $5.1M | 49k | 102.99 |
| 2022-09-30 | $4.6M | 49k | 93.02 |
| 2022-06-30 | $5.0M | 47k | 107.22 |
| 2022-03-31 | $5.3M | 48k | 111.65 |
| 2021-12-31 | $5.0M | 47k | 104.89 |
| 2021-09-30 | $4.4M | 46k | 97.60 |
| 2021-06-30 | $4.7M | 47k | 98.73 |
| 2021-03-31 | $4.2M | 43k | 96.53 |
| 2020-12-31 | $3.7M | 40k | 91.55 |
| 2020-09-30 | $3.6M | 41k | 88.56 |
| 2020-06-30 | $3.1M | 39k | 79.90 |
| 2020-03-31 | $2.6M | 32k | 80.87 |
| 2019-12-31 | $2.4M | 26k | 91.20 |
| 2019-09-30 | $2.8M | 30k | 95.87 |
| 2019-06-30 | $2.7M | 31k | 88.26 |
| 2019-03-31 | $2.5M | 28k | 90.01 |
| 2018-12-31 | $2.2M | 26k | 86.31 |
| 2018-09-30 | $1.8M | 23k | 80.03 |
| 2018-06-30 | $1.8M | 22k | 79.06 |
| 2018-03-31 | $1.6M | 21k | 77.46 |
| 2017-12-31 | $1.8M | 21k | 84.11 |
| 2017-09-30 | $1.6M | 19k | 83.94 |
| 2017-06-30 | $976k | 12k | 83.62 |
| 2017-03-31 | $913k | 11k | 82.02 |
| 2016-12-31 | $839k | 11k | 77.63 |
| 2016-09-30 | $878k | 11k | 80.07 |
| 2016-06-30 | $1.0M | 12k | 85.80 |
| 2016-03-31 | $929k | 12k | 80.66 |
| 2015-12-31 | $776k | 11k | 71.39 |
| 2015-09-30 | $755k | 11k | 71.94 |
| 2015-06-30 | $735k | 10k | 70.61 |
| 2015-03-31 | $568k | 7.4k | 76.82 |
| 2014-12-31 | $3.3M | 40k | 83.54 |