Duke Energy shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $979k | 8.0k | 121.97 |
| 2024-12-31 | $238k | 2.2k | 107.74 |
| 2024-09-30 | $821k | 7.1k | 115.30 |
| 2024-06-30 | $702k | 7.0k | 100.23 |
| 2019-06-30 | $12k | 138 | 86.96 |
| 2019-03-31 | $12k | 138 | 86.96 |
| 2018-09-30 | $11k | 138 | 79.71 |
| 2018-06-30 | $11k | 138 | 79.71 |
| 2018-03-31 | $12k | 158 | 75.95 |
| 2017-12-31 | $11k | 138 | 79.71 |
| 2017-09-30 | $17k | 214 | 79.44 |
| 2017-06-30 | $11k | 138 | 79.71 |
| 2017-03-31 | $11k | 138 | 79.71 |
| 2016-12-31 | $10k | 138 | 72.46 |