Legacy Capital Wealth Partners »

Duke Energy shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 2.4k 123.73
2025-06-30 $258k 2.2k 118.02
2025-03-31 $258k 2.1k 122.00
2024-12-31 $215k 2.0k 107.74
2024-09-30 $237k 2.1k 115.29
2024-03-31 $4.8M 49k 98.36

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
Morgan Stanley
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Legal & General Group

View all funds holding Duke Energy