Duke Energy shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $237k | 2.0k | 117.21 |
| 2025-09-30 | $251k | 2.0k | 123.75 |
| 2025-06-30 | $239k | 2.0k | 118.00 |
| 2025-03-31 | $268k | 2.2k | 121.97 |