Duke Energy shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 240 | 123.75 |
| 2025-06-30 | $28k | 240 | 118.00 |
| 2025-03-31 | $29k | 240 | 121.97 |
| 2024-12-31 | $28k | 240 | 114.99 |
| 2024-09-30 | $29k | 257 | 111.31 |