Sigma Planning Corp’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.19M | Buy |
39,660
+1,560
| +4% | +$195K | 0.14% | 144 |
|
|
2025
Q4 | $4.47M | Buy |
38,100
+130
| +0.3% | +$15.9K | 0.12% | 166 |
|
|
2025
Q3 | $4.7M | Sell |
37,970
-3,193
| -8% | -$387K | 0.13% | 150 |
|
|
2025
Q2 | $4.86M | Sell |
41,163
-3,055
| -7% | -$360K | 0.15% | 141 |
|
|
2025
Q1 | $5.39M | Sell |
44,218
-2,297
| -5% | -$262K | 0.17% | 116 |
|
|
2024
Q4 | $5.01M | Sell |
46,515
-7,008
| -13% | -$794K | 0.16% | 127 |
|
|
2024
Q3 | $6.17M | Sell |
53,523
-1,964
| -4% | -$219K | 0.19% | 100 |
|
|
2024
Q2 | $5.56M | Buy |
55,487
+2,393
| +5% | +$239K | 0.18% | 113 |
|
|
2024
Q1 | $5.13M | Buy |
53,094
+30,580
| +136% | +$2.9M | 0.16% | 118 |
|
|
2023
Q4 | $2.18M | Sell |
22,514
-26,423
| -54% | -$2.4M | 0.17% | 110 |
|
|
2023
Q3 | $4.32M | Buy |
48,937
+1,699
| +4% | +$156K | 0.16% | 128 |
|
|
2023
Q2 | $4.24M | Sell |
47,238
-1,567
| -3% | -$148K | 0.15% | 129 |
|
|
2023
Q1 | $4.71M | Sell |
48,805
-623
| -1% | -$61.5K | 0.16% | 137 |
|
|
2022
Q4 | $5.09M | Buy |
49,428
+415
| +0.8% | +$39.8K | 0.18% | 122 |
|
|
2022
Q3 | $4.56M | Buy |
49,013
+2,371
| +5% | +$255K | 0.17% | 126 |
|
|
2022
Q2 | $5M | Sell |
46,642
-827
| -2% | -$90.9K | 0.17% | 127 |
|
|
2022
Q1 | $5.3M | Buy |
47,469
+134
| +0.3% | +$13.9K | 0.16% | 126 |
|
|
2021
Q4 | $4.96M | Buy |
47,335
+1,792
| +4% | +$182K | 0.14% | 159 |
|
|
2021
Q3 | $4.45M | Sell |
45,543
-1,676
| -4% | -$174K | 0.13% | 167 |
|
|
2021
Q2 | $4.66M | Buy |
47,219
+3,811
| +9% | +$383K | 0.14% | 160 |
|
|
2021
Q1 | $4.19M | Buy |
43,408
+3,376
| +8% | +$308K | 0.13% | 185 |
|
|
2020
Q4 | $3.67M | Sell |
40,032
-765
| -2% | -$70.8K | 0.12% | 180 |
|
|
2020
Q3 | $3.61M | Buy |
40,797
+2,085
| +5% | +$172K | 0.14% | 157 |
|
|
2020
Q2 | $3.09M | Buy |
38,712
+7,008
| +22% | +$592K | 0.14% | 162 |
|
|
2020
Q1 | $2.56M | Buy |
31,704
+5,565
| +21% | +$511K | 0.15% | 144 |
|
|
2019
Q4 | $2.38M | Sell |
26,139
-3,526
| -12% | -$323K | 0.1% | 210 |
|
|
2019
Q3 | $2.84M | Sell |
29,665
-1,211
| -4% | -$110K | 0.14% | 169 |
|
|
2019
Q2 | $2.73M | Buy |
30,876
+2,645
| +9% | +$234K | 0.14% | 167 |
|
|
2019
Q1 | $2.54M | Buy |
28,231
+2,254
| +9% | +$199K | 0.14% | 163 |
|
|
2018
Q4 | $2.24M | Buy |
25,977
+3,311
| +15% | +$282K | 0.16% | 138 |
|
|
2018
Q3 | $1.81M | Buy |
22,666
+266
| +1% | +$21.5K | 0.11% | 198 |
|
|
2018
Q2 | $1.77M | Buy |
22,400
+1,614
| +8% | +$124K | 0.12% | 190 |
|
|
2018
Q1 | $1.61M | Sell |
20,786
-401
| -2% | -$31K | 0.12% | 192 |
|
|
2017
Q4 | $1.78M | Buy |
21,187
+2,649
| +14% | +$231K | 0.14% | 182 |
|
|
2017
Q3 | $1.56M | Buy |
18,538
+6,866
| +59% | +$588K | 0.13% | 181 |
|
|
2017
Q2 | $976K | Buy |
11,672
+541
| +5% | +$45.5K | 0.09% | 245 |
|
|
2017
Q1 | $913K | Buy |
11,131
+323
| +3% | +$25.7K | 0.09% | 251 |
|
|
2016
Q4 | $839K | Sell |
10,808
-157
| -1% | -$12K | 0.09% | 238 |
|
|
2016
Q3 | $878K | Sell |
10,965
-982
| -8% | -$81.3K | 0.1% | 220 |
|
|
2016
Q2 | $1.02M | Buy |
11,947
+429
| +4% | +$34.3K | 0.13% | 175 |
|
|
2016
Q1 | $929K | Buy |
11,518
+648
| +6% | +$49K | 0.13% | 199 |
|
|
2015
Q4 | $776K | Buy |
10,870
+375
| +4% | +$26.4K | 0.11% | 219 |
|
|
2015
Q3 | $755K | Buy |
10,495
+86
| +0.8% | +$6.23K | 0.12% | 207 |
|
|
2015
Q2 | $735K | Buy |
10,409
+3,015
| +41% | +$228K | 0.1% | 240 |
|
|
2015
Q1 | $568K | Sell |
7,394
-32,346
| -81% | -$2.63M | 0.08% | 311 |
|
|
2014
Q4 | $3.32M | Buy |
+39,740
| New | +$3.2M | 0.44% | 48 |
|
Other funds holding DUK
VCM
VPM
Sigma Planning Corp's DUK Position: Q1 2026 in Review
Sigma Planning Corp increased its Duke Energy (DUK) stake by 4.1% in Q1 2026, buying an estimated $195K and bringing the position to 39,660 shares worth $5.19M. The position accounts for 0.14% of the portfolio, ranked #144.
Sigma Planning Corp first reported a position in DUK in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.17M in Q3 2024. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Sigma Planning Corp held 39,660 shares of Duke Energy worth $5.19M as of Q1 2026.
- Sigma Planning Corp bought 1,560 Duke Energy shares in Q1 2026, an estimated $195K.
- Duke Energy made up 0.14% of Sigma Planning Corp's portfolio in Q1 2026, its #144 holding.
- Sigma Planning Corp first reported a position in Duke Energy in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Duke Energy position peaked at $6.17M in Q3 2024.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.