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Duke Energy shares owned by Family Legacy Financial Solutions

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Family Legacy Financial Solutions from 13F filings

Historical chart of Family Legacy Financial Solutions investment in Duke Energy

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All positions including Duke Energy held by Family Legacy Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $288k 2.5k 117.22
2025-09-30 $310k 2.5k 123.74
2025-06-30 $300k 2.5k 118.01

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Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Legal & General Group
Nuveen
Raymond James Financial

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