Duke Energy CORP

MISSION WEALTH MANAGEMENT, LP DUK

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/5/2026

Shares

15,485

Value ($000)

1,815

Weight

0.0%

2019 Q4 - 2025 Q4 (24 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/5/2026	1,815	0.0%	15,485	12/31/2025
2025 Q3	11/4/2025	1,929	0.0%	15,587	9/30/2025
2025 Q2	8/5/2025	1,876	0.0%	15,896	6/30/2025
2025 Q1	4/17/2025	1,932	0.0%	15,840	3/31/2025
2024 Q4	2/6/2025	1,831	0.0%	16,995	12/31/2024
2024 Q3	10/31/2024	2,004	0.0%	17,379	9/30/2024
2024 Q2	8/5/2024	1,512	0.0%	15,087	6/30/2024
2024 Q1	4/30/2024	1,603	0.0%	16,579	3/31/2024
2023 Q4	2/5/2024	1,431	0.0%	14,745	12/31/2023
2023 Q3	10/24/2023	994	0.0%	11,259	9/30/2023
2023 Q2	8/4/2023	1,032	0.0%	11,501	6/30/2023
2023 Q1	4/7/2023	887	0.0%	9,200	3/31/2023
2022 Q4	2/2/2023	1,159	0.1%	11,258	12/31/2022
2022 Q3	10/12/2022	347	0.0%	3,727	9/30/2022
2022 Q2	7/27/2022	270	0.0%	2,515	6/30/2022
2022 Q1	4/25/2022	309	0.0%	2,767	3/31/2022
2021 Q4	2/11/2022	286	0.0%	2,727	12/31/2021
2021 Q3	11/5/2021	388	0.0%	3,978	9/30/2021
2021 Q2	8/10/2021	653	0.0%	6,619	6/30/2021
2021 Q1	5/10/2021	409	0.0%	4,238	3/31/2021
2020 Q4	1/19/2021	326	0.0%	3,559	12/31/2020
2020 Q3	10/16/2020	375	0.0%	4,234	9/30/2020
2020 Q2	8/3/2020	254	0.0%	3,175	6/30/2020
2019 Q4	1/21/2020	220	0.0%	2,411	12/31/2019