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Duke Energy shares owned by Mather Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Duke Energy

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All positions including Duke Energy held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Mather Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 14k 123.75
2025-06-30 $1.6M 14k 118.00
2025-03-31 $1.7M 14k 121.97
2024-12-31 $644k 6.0k 107.74
2024-09-30 $586k 5.1k 115.30
2024-06-30 $1.3M 14k 96.71
2024-03-31 $976k 10k 97.04
2023-12-31 $968k 10k 97.04
2023-09-30 $1.0M 11k 88.26
2023-06-30 $1.1M 12k 89.74
2023-03-31 $900k 9.3k 96.47
2022-12-31 $886k 8.6k 102.99
2022-09-30 $639k 6.9k 93.08
2022-06-30 $704k 6.6k 107.22
2022-03-31 $726k 6.5k 111.61
2021-12-31 $649k 6.2k 104.97
2021-09-30 $505k 5.2k 97.64
2021-06-30 $536k 5.4k 98.67
2021-03-31 $502k 5.2k 96.59
2020-12-31 $466k 5.1k 91.52
2020-09-30 $506k 5.7k 88.55
2020-06-30 $387k 4.8k 79.99