Duke Energy shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 26k | 123.75 |
| 2025-06-30 | $3.1M | 26k | 118.00 |
| 2025-03-31 | $3.2M | 26k | 121.97 |
| 2024-12-31 | $2.6M | 24k | 107.74 |
| 2024-09-30 | $3.1M | 27k | 115.30 |
| 2024-06-30 | $2.6M | 26k | 100.23 |
| 2024-03-31 | $2.5M | 26k | 96.71 |
| 2023-12-31 | $2.6M | 27k | 97.04 |
| 2023-09-30 | $2.6M | 30k | 88.26 |
| 2023-06-30 | $2.7M | 30k | 89.74 |
| 2023-03-31 | $2.9M | 30k | 96.47 |
| 2022-12-31 | $3.9M | 38k | 102.99 |
| 2022-09-30 | $3.5M | 38k | 93.03 |
| 2022-06-30 | $4.1M | 38k | 107.21 |
| 2022-03-31 | $3.5M | 31k | 111.66 |
| 2021-12-31 | $3.3M | 31k | 104.91 |
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