Duke Energy shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 7.3k | 123.76 |
| 2025-06-30 | $730k | 6.2k | 118.01 |
| 2025-03-31 | $741k | 6.1k | 121.98 |
| 2024-12-31 | $634k | 5.9k | 107.75 |
| 2024-09-30 | $682k | 5.9k | 115.31 |
| 2024-06-30 | $582k | 5.8k | 100.23 |
| 2024-03-31 | $539k | 5.6k | 96.71 |
| 2023-12-31 | $520k | 5.4k | 97.03 |
| 2023-09-30 | $452k | 5.1k | 88.27 |
| 2023-06-30 | $392k | 4.4k | 89.75 |
| 2023-03-31 | $576k | 6.0k | 96.48 |
| 2022-12-31 | $597k | 5.8k | 103.00 |
| 2022-09-30 | $416k | 4.5k | 92.90 |
| 2022-06-30 | $447k | 4.2k | 107.12 |
| 2022-03-31 | $445k | 4.0k | 111.72 |
| 2021-12-31 | $411k | 3.9k | 104.98 |
| 2021-09-30 | $379k | 3.9k | 97.53 |
| 2021-06-30 | $257k | 2.6k | 98.66 |
| 2021-03-31 | $239k | 2.5k | 96.45 |
| 2020-12-31 | $207k | 2.3k | 91.47 |
| 2020-09-30 | $407k | 4.6k | 88.56 |
| 2019-12-31 | $784k | 8.6k | 91.26 |
| 2019-09-30 | $827k | 8.6k | 95.86 |
| 2019-06-30 | $762k | 8.6k | 88.27 |
| 2019-03-31 | $777k | 8.6k | 89.98 |
| 2018-12-31 | $779k | 9.0k | 86.34 |
| 2018-09-30 | $705k | 8.8k | 79.99 |
| 2018-06-30 | $524k | 6.5k | 80.57 |
| 2018-03-31 | $488k | 6.3k | 77.45 |
| 2017-12-31 | $511k | 6.1k | 84.06 |