Duke Energy shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19k | 162 | 115.30 |
| 2024-06-30 | $7.5k | 75 | 100.23 |
| 2024-03-31 | $25k | 262 | 96.71 |
| 2023-12-31 | $25k | 262 | 97.04 |
| 2023-09-30 | $23k | 262 | 88.26 |
| 2023-06-30 | $24k | 262 | 92.13 |
| 2023-03-31 | $36k | 362 | 98.88 |
| 2022-12-31 | $34k | 362 | 93.92 |
| 2022-09-30 | $34k | 362 | 93.92 |
| 2022-06-30 | $39k | 362 | 107.73 |
| 2022-03-31 | $40k | 362 | 110.50 |
| 2021-12-31 | $38k | 362 | 104.97 |
| 2021-09-30 | $35k | 362 | 96.69 |
| 2021-03-31 | $35k | 362 | 96.69 |
| 2019-06-30 | $28k | 317 | 88.33 |
| 2019-03-31 | $29k | 317 | 91.48 |
| 2018-12-31 | $25k | 287 | 87.11 |
| 2018-09-30 | $52k | 653 | 79.63 |
| 2018-06-30 | $52k | 653 | 79.63 |
| 2018-03-31 | $51k | 653 | 78.10 |
| 2017-12-31 | $78k | 1.0k | 76.62 |
| 2017-09-30 | $201k | 2.4k | 83.78 |
| 2017-06-30 | $201k | 2.4k | 83.78 |
| 2017-03-31 | $271k | 3.3k | 82.15 |
| 2016-12-31 | $256k | 3.3k | 77.60 |