Duke Energy shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $296k | 3.0k | 100.24 |
| 2024-03-31 | $280k | 2.9k | 96.72 |
| 2023-12-31 | $281k | 2.9k | 97.05 |
| 2023-09-30 | $256k | 2.9k | 88.27 |
| 2023-06-30 | $260k | 2.9k | 89.75 |
| 2023-03-31 | $280k | 2.9k | 96.48 |
| 2022-12-31 | $298k | 2.9k | 103.00 |
More positions owned by Mosaic Family Wealth Partners
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