Duke Energy shares owned by Sontag Advisory
Historical chart of Sontag Advisory investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 26k | 115.30 |
| 2024-06-30 | $2.6M | 26k | 100.23 |
| 2024-03-31 | $2.6M | 27k | 96.71 |
| 2023-12-31 | $2.7M | 28k | 97.04 |
| 2023-09-30 | $2.0M | 23k | 88.26 |
| 2023-06-30 | $962k | 11k | 89.74 |
| 2023-03-31 | $1.1M | 11k | 96.47 |
| 2022-12-31 | $1.2M | 12k | 102.99 |
| 2022-09-30 | $845k | 9.1k | 92.97 |
| 2022-06-30 | $972k | 9.1k | 107.23 |
| 2022-03-31 | $874k | 7.8k | 111.71 |
| 2021-12-31 | $1.3M | 12k | 104.92 |
| 2021-09-30 | $1.7M | 17k | 97.58 |
| 2021-06-30 | $486k | 4.9k | 98.66 |
| 2021-03-31 | $1.6M | 17k | 96.53 |
| 2020-12-31 | $1.1M | 12k | 91.53 |
| 2020-09-30 | $490k | 5.5k | 88.64 |
| 2020-06-30 | $490k | 6.1k | 79.84 |
| 2020-03-31 | $1.0M | 13k | 80.84 |
| 2019-12-31 | $334k | 3.7k | 91.11 |
| 2019-09-30 | $214k | 2.2k | 95.75 |
| 2018-12-31 | $43k | 497 | 86.52 |