Duke Energy shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $743k | 7.5k | 99.39 |
| 2023-09-30 | $706k | 8.0k | 88.27 |
| 2023-06-30 | $1.4M | 15k | 94.77 |
| 2023-03-31 | $1.9M | 19k | 99.14 |
| 2022-12-31 | $2.2M | 21k | 105.43 |
| 2022-09-30 | $1.4M | 16k | 89.28 |
| 2022-06-30 | $1.6M | 15k | 106.81 |
| 2022-03-31 | $1.7M | 15k | 114.26 |
| 2021-12-31 | $1.6M | 16k | 103.24 |
| 2021-09-30 | $1.2M | 12k | 100.49 |
| 2021-06-30 | $1.1M | 11k | 100.53 |
| 2021-03-31 | $1.3M | 13k | 98.50 |
| 2020-12-31 | $997k | 11k | 89.33 |
| 2020-09-30 | $1.2M | 13k | 93.10 |
More positions owned by Mountain Capital Investment Advisors
View all positions for Mountain Capital Investment Advisors