Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overview All 13F holders of DUK Full Q2 2026 holdings

Shares (Q2 2026): 40,177
Value: $5.09M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	40,177	$5.09M	0.1%	+517+1.3%	Added	Holders
Q1 2026	39,660	$5.19M	0.1%	+1,560+4.1%	Added	Holders
Q4 2025	38,100	$4.47M	0.1%	+130+0.3%	Added	Holders
Q3 2025	37,970	$4.70M	0.1%	−3,193−7.8%	Reduced	Holders
Q2 2025	41,163	$4.86M	0.1%	−3,055−6.9%	Reduced	Holders
Q1 2025	44,218	$5.39M	0.2%	−2,297−4.9%	Reduced	Holders
Q4 2024	46,515	$5.01M	0.2%	−7,008−13.1%	Reduced	Holders
Q3 2024	53,523	$6.17M	0.2%	−1,964−3.5%	Reduced	Holders
Q2 2024	55,487	$5.56M	0.2%	+2,393+4.5%	Added	Holders
Q1 2024	53,094	$5.13M	0.2%	+30,580+135.8%	Added	Holders
Q4 2023	22,514	$2.18M	0.2%	−26,423−54.0%	Reduced	Holders
Q3 2023	48,937	$4.32M	0.2%	+1,699+3.6%	Added	Holders
Q2 2023	47,238	$4.24M	0.2%	−1,567−3.2%	Reduced	Holders
Q1 2023	48,805	$4.71M	0.2%	−623−1.3%	Reduced	Holders
Q4 2022	49,428	$5.09M	0.2%	+415+0.8%	Added	Holders
Q3 2022	49,013	$4.56M	0.2%	+2,371+5.1%	Added	Holders
Q2 2022	46,642	$5.00M	0.2%	−827−1.7%	Reduced	Holders
Q1 2022	47,469	$5.30M	0.2%	+134+0.3%	Added	Holders
Q4 2021	47,335	$4.96M	0.1%	+1,792+3.9%	Added	Holders
Q3 2021	45,543	$4.45M	0.1%	−1,676−3.5%	Reduced	Holders
Q2 2021	47,219	$4.66M	0.1%	+3,811+8.8%	Added	Holders
Q1 2021	43,408	$4.19M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.