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Duke Energy shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Legacy Advisors

Quarter filed Position value Share count Share price at filing
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