Duke Energy shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 18k | 123.75 |
| 2025-06-30 | $2.2M | 18k | 118.00 |
| 2025-03-31 | $2.2M | 18k | 121.97 |
| 2024-12-31 | $2.0M | 18k | 107.74 |
| 2024-09-30 | $2.1M | 18k | 115.30 |
| 2024-06-30 | $1.7M | 17k | 100.23 |
| 2024-03-31 | $1.7M | 17k | 96.71 |
| 2023-12-31 | $1.7M | 17k | 97.04 |