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Duke Energy shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $612k 6.1k 100.23
2024-03-31 $588k 6.1k 96.71
2023-12-31 $826k 8.5k 97.04
2023-09-30 $814k 9.2k 88.26
2023-06-30 $874k 9.7k 89.74
2023-03-31 $542k 5.6k 96.47
2022-12-31 $332k 3.2k 102.95
2022-09-30 $245k 2.6k 92.94
2022-06-30 $469k 4.4k 107.37
2022-03-31 $255k 2.3k 111.84
2021-03-31 $288k 3.0k 96.55
2020-12-31 $236k 2.6k 91.37