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Duke Energy shares owned by Legacy Wealth Partners

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

Historical chart of Legacy Wealth Partners investment in Duke Energy

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All positions including Duke Energy held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 2.3k 130.94

More positions owned by Legacy Wealth Partners

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core 60/40 Balan (AOR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Legacy Wealth Partners

Top funds holding Duke Energy

BlackRock
Vanguard Capital Management
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Massachusetts Financial Services
Morgan Stanley
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners
Northern Trust
Wellington Management Company

View all funds holding Duke Energy