DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 47,962 Value ($000) $5,622 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 45,819 Value ($000) $5,670 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 37,108 Value ($000) $4,379 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 35,828 Value ($000) $4,370 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 35,755 Value ($000) $3,852 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 28,436 Value ($000) $3,279 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 23,708 Value ($000) $2,376 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 73,450 Value ($000) $7,103 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 77,622 Value ($000) $7,532 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 72,310 Value ($000) $6,382 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 71,798 Value ($000) $6,443 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 60,079 Value ($000) $5,796 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 12,993 Value ($000) $1,338 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 8,155 Value ($000) $759 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 9,548 Value ($000) $1,024 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 9,751 Value ($000) $1,089 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 7,528 Value ($000) $790 Avg Close $86.27 Range $82.54 - $89.93
Q2 2021
Shares 8,066 Value ($000) $796 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 5,437 Value ($000) $525 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 5,247 Value ($000) $480 Avg Close $75.68 Range $71.30 - $80.48
Q3 2020
Shares 5,379 Value ($000) $476 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 4,844 Value ($000) $387 Avg Close $67.61 Range $60.11 - $74.18
Q1 2020
Shares 11,699 Value ($000) $946 Avg Close $72.71 Range $49.41 - $82.54
Q4 2019
Shares 4,801 Value ($000) $438 Avg Close $71.81 Range $67.97 - $75.87
Q3 2019
Shares 6,965 Value ($000) $668 Avg Close $70.54 Range $66.43 - $75.43
Q2 2019
Shares 7,259 Value ($000) $640 Avg Close $67.76 Range $64.97 - $69.91
Q1 2019
Shares 7,050 Value ($000) $634 Avg Close $66.91 Range $62.24 - $69.91
Q4 2018
Shares 5,719 Value ($000) $494 Avg Close $63.89 Range $58.63 - $68.95
Q3 2018
Shares 5,904 Value ($000) $472 Avg Close $60.03 Range $57.51 - $62.55
Q2 2018
Shares 7,065 Value ($000) $559 Avg Close $56.43 Range $53.12 - $59.17
Q1 2018
Shares 6,691 Value ($000) $518 Avg Close $56.05 Range $52.58 - $60.86
Q4 2017
Shares 6,321 Value ($000) $532 Avg Close $62.65 Range $59.62 - $65.53
Q3 2017
Shares 6,033 Value ($000) $506 Avg Close $60.82 Range $58.45 - $63.11
Q2 2017
Shares 5,627 Value ($000) $470 Avg Close $59.10 Range $56.83 - $61.82
Q1 2017
Shares 3,869 Value ($000) $317 Avg Close $55.30 Range $52.66 - $58.45
Q4 2016
Shares 3,695 Value ($000) $287 Avg Close $52.67 Range $50.03 - $55.04
Q3 2016
Shares 3,165 Value ($000) $253 Avg Close $56.39 Range $53.27 - $60.01
Q2 2016
Shares 3,451 Value ($000) $296 Avg Close $53.82 Range $51.05 - $58.07
Q1 2016
Shares 3,432 Value ($000) $277 Avg Close $50.48 Range $46.51 - $54.07
Q4 2015
Shares 4,606 Value ($000) $329 Avg Close $46.35 Range $43.42 - $49.30
Q3 2015
Shares 4,106 Value ($000) $295 Avg Close $47.18 Range $44.05 - $50.77
Q2 2015
Shares 4,106 Value ($000) $290 Avg Close $48.71 Range $45.60 - $51.20
Q1 2015
Shares 4,106 Value ($000) $315 Avg Close $51.79 Range $47.19 - $57.12