Duke Energy shares owned by Sonora Investment Management Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sonora Investment Management Group
from 13F filings
Historical chart of Sonora Investment Management Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sonora Investment Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $808k | 6.5k | 123.74 |
| 2025-06-30 | $664k | 5.6k | 118.01 |
| 2025-03-31 | $642k | 5.3k | 121.97 |
| 2024-12-31 | $510k | 4.7k | 107.73 |
| 2024-09-30 | $445k | 3.9k | 115.31 |
| 2024-06-30 | $357k | 3.7k | 96.71 |
| 2024-03-31 | $357k | 3.7k | 96.71 |
| 2023-09-30 | $272k | 3.1k | 88.25 |
| 2023-06-30 | $222k | 2.5k | 89.74 |
| 2023-03-31 | $205k | 2.1k | 96.46 |
| 2022-09-30 | $204k | 1.9k | 107.03 |
| 2022-06-30 | $204k | 1.9k | 107.03 |
| 2022-03-31 | $213k | 1.9k | 111.58 |
More positions owned by Sonora Investment Management Group
View all positions for Sonora Investment Management Group