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Mosaic Family Wealth Partners’s Duke Energy DUK Stock Holding History

Mosaic Family Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Buy
4,560
+928
+26% +$116K 0.06% 162
2025
Q4 		$426K Sell
3,632
-2
-0.1% -$244 0.05% 162
2025
Q3 		$446K Buy
3,634
+352
+11% +$42.7K 0.05% 151
2025
Q2 		$387K Sell
3,282
-215
-6% -$25.4K 0.05% 153
2025
Q1 		$427K Buy
3,497
+207
+6% +$23.6K 0.06% 143
2024
Q4 		$354K Sell
3,290
-103
-3% -$11.7K 0.05% 153
2024
Q3 		$391K Buy
3,393
+442
+15% +$49.2K 0.06% 138
2024
Q2 		$296K Buy
2,951
+53
+2% +$5.3K 0.05% 153
2024
Q1 		$280K Hold
2,898
– – 0.05% 169
2023
Q4 		$281K Sell
2,898
-2
-0.1% -$182 0.05% 154
2023
Q3 		$256K Buy
2,900
+6
+0.2% +$550 0.05% 154
2023
Q2 		$260K Sell
2,894
-5
-0.2% -$472 0.05% 158
2023
Q1 		$280K Buy
2,899
+5
+0.2% +$494 0.06% 146
2022
Q4 		$298K Buy
+2,894
New +$278K 0.08% 140

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth Partners's DUK Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Duke Energy (DUK) stake by 26% in Q1 2026, buying an estimated $116K and bringing the position to 4,560 shares worth $597K. The position accounts for 0.06% of the portfolio, ranked #162.

Mosaic Family Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mosaic Family Wealth Partners held 4,560 shares of Duke Energy worth $597K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 928 Duke Energy shares in Q1 2026, an estimated $116K.
  • Duke Energy made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #162 holding.
  • Mosaic Family Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.