Duke Energy shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 17k | 115.30 |
| 2024-06-30 | $1.5M | 15k | 100.23 |
| 2024-03-31 | $1.6M | 17k | 96.71 |
| 2023-12-31 | $1.4M | 15k | 97.04 |
| 2023-09-30 | $994k | 11k | 88.26 |
| 2023-06-30 | $1.0M | 12k | 89.74 |
| 2023-03-31 | $888k | 9.2k | 96.47 |
| 2022-12-31 | $1.2M | 11k | 102.99 |
| 2022-09-30 | $347k | 3.7k | 93.10 |
| 2022-06-30 | $270k | 2.5k | 107.36 |
| 2022-03-31 | $309k | 2.8k | 111.67 |
| 2021-12-31 | $286k | 2.7k | 104.88 |
| 2021-09-30 | $388k | 4.0k | 97.54 |
| 2021-06-30 | $653k | 6.6k | 98.66 |
| 2021-03-31 | $409k | 4.2k | 96.51 |
| 2020-12-31 | $326k | 3.6k | 91.60 |
| 2020-09-30 | $375k | 4.2k | 88.57 |
| 2020-06-30 | $254k | 3.2k | 80.00 |
| 2020-03-31 | $201k | 2.5k | 81.05 |
| 2019-12-31 | $220k | 2.4k | 91.25 |
| 2019-09-30 | $228k | 2.4k | 95.84 |
| 2019-06-30 | $290k | 3.3k | 88.15 |