Duke Energy shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $818k | 6.6k | 123.75 |
| 2025-06-30 | $782k | 6.6k | 118.00 |
| 2025-03-31 | $815k | 6.7k | 121.97 |
| 2024-12-31 | $734k | 6.8k | 107.74 |
| 2024-06-30 | $704k | 7.0k | 100.23 |
| 2024-03-31 | $763k | 7.9k | 96.71 |
| 2023-12-31 | $757k | 7.8k | 97.04 |
| 2023-09-30 | $687k | 7.8k | 88.26 |
| 2023-06-30 | $694k | 7.7k | 89.74 |
| 2023-03-31 | $746k | 7.7k | 96.47 |
| 2022-12-31 | $796k | 7.7k | 102.99 |
| 2022-09-30 | $705k | 7.6k | 92.98 |
| 2022-06-30 | $977k | 9.1k | 107.24 |
| 2022-03-31 | $1.0M | 9.1k | 111.66 |
| 2021-12-31 | $928k | 8.8k | 104.93 |
| 2021-09-30 | $787k | 8.1k | 97.58 |
| 2021-06-30 | $788k | 8.0k | 98.66 |
| 2021-03-31 | $752k | 7.8k | 96.52 |
| 2020-12-31 | $694k | 7.6k | 91.52 |
More positions owned by Legacy Wealth Asset Management
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