Duke Energy shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 33k | 123.75 |
| 2025-06-30 | $3.8M | 32k | 118.00 |
| 2025-03-31 | $4.0M | 33k | 121.97 |
| 2024-12-31 | $3.5M | 32k | 107.74 |
| 2024-09-30 | $3.8M | 33k | 115.29 |
| 2024-06-30 | $3.3M | 33k | 100.24 |
| 2024-03-31 | $3.8M | 39k | 96.70 |
| 2023-12-31 | $3.7M | 38k | 97.04 |
| 2023-09-30 | $3.2M | 36k | 88.27 |
| 2023-06-30 | $3.3M | 36k | 89.73 |
| 2023-03-31 | $2.4M | 25k | 96.45 |
| 2022-12-31 | $3.3M | 32k | 102.98 |
| 2022-09-30 | $2.9M | 31k | 93.02 |
| 2022-06-30 | $3.0M | 28k | 107.20 |
| 2021-12-31 | $1.9M | 18k | 104.90 |
| 2021-09-30 | $2.4M | 24k | 97.58 |
| 2021-06-30 | $2.2M | 23k | 98.73 |
| 2021-03-31 | $4.3M | 43k | 100.53 |
| 2020-12-31 | $3.3M | 36k | 91.55 |
| 2020-09-30 | $893k | 10k | 88.52 |
| 2020-06-30 | $970k | 12k | 79.88 |
| 2020-03-31 | $1.5M | 19k | 80.89 |
| 2019-12-31 | $1.3M | 15k | 91.23 |
| 2019-09-30 | $1.1M | 12k | 95.88 |
| 2019-03-31 | $1.3M | 14k | 90.01 |
| 2018-12-31 | $827k | 9.6k | 86.31 |
| 2018-09-30 | $698k | 8.7k | 80.01 |