A detailed history of Mosaic Family Wealth Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,393 shares of DUK stock, worth $367,597. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,393
Previous 2,951 14.98%
Holding current value
$367,597
Previous $296 Million 32.26%
% of portfolio
0.06%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$99.35 - $117.71 $43,912 - $52,027
442 Added 14.98%
3,393 $391 Million
Q2 2024

Aug 06, 2024

BUY
$92.87 - $104.6 $4,922 - $5,543
53 Added 1.83%
2,951 $296 Million
Q4 2023

Jan 29, 2024

SELL
$85.44 - $98.31 $170 - $196
-2 Reduced 0.07%
2,898 $281 Million
Q3 2023

Nov 01, 2023

BUY
$86.65 - $95.56 $519 - $573
6 Added 0.21%
2,900 $256 Million
Q2 2023

Aug 08, 2023

SELL
$88.01 - $99.74 $440 - $498
-5 Reduced 0.17%
2,894 $260 Million
Q1 2023

Apr 10, 2023

BUY
$91.55 - $105.65 $457 - $528
5 Added 0.17%
2,899 $280 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $251,257 - $300,512
2,894 New
2,894 $298 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $83.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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