Duke Energy shares owned by MBL Wealth
Historical chart of MBL Wealth investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.8k | 123.75 |
| 2025-06-30 | $1.1M | 9.6k | 118.00 |
| 2025-03-31 | $1.1M | 9.1k | 121.97 |
| 2024-12-31 | $716k | 6.6k | 107.73 |
| 2024-09-30 | $717k | 6.2k | 115.30 |
| 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 |