Family Legacy »

Duke Energy shares owned by Family Legacy

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

Historical chart of Family Legacy investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Family Legacy

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 50k 115.30
2024-06-30 $5.0M 49k 100.23
2024-03-31 $4.8M 50k 96.71
2023-12-31 $4.8M 50k 97.04
2023-09-30 $4.4M 50k 88.26
2023-06-30 $4.4M 49k 89.74
2023-03-31 $4.7M 49k 96.47
2022-12-31 $4.8M 48k 101.42
2022-09-30 $4.4M 47k 93.01
2022-06-30 $5.0M 47k 107.68
2022-03-31 $5.2M 47k 111.67
2021-12-31 $4.8M 47k 103.23
2021-09-30 $3.8M 37k 100.52
2021-06-30 $4.2M 41k 102.93
2021-03-31 $3.9M 40k 96.53
2020-12-31 $3.7M 40k 91.57
2020-09-30 $3.6M 41k 88.57
2020-06-30 $3.2M 40k 79.89
2020-03-31 $3.2M 40k 80.88
2019-12-31 $3.6M 40k 90.40
2019-09-30 $3.5M 38k 92.57
2019-06-30 $3.0M 34k 88.23
2019-03-31 $3.1M 34k 90.10
2018-12-31 $3.0M 34k 86.31
2018-09-30 $2.7M 33k 80.01
2018-06-30 $2.6M 33k 79.08
2018-03-31 $2.5M 33k 77.47
2017-12-31 $2.8M 33k 84.11
2017-09-30 $1.3M 16k 83.85
2017-06-30 $2.8M 33k 83.59
2017-03-31 $2.8M 34k 82.00