Duke Energy shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $54k | 412 | 130.93 |
| 2025-12-31 | $67k | 574 | 117.26 |
| 2025-09-30 | $91k | 733 | 123.76 |
| 2025-06-30 | $86k | 726 | 118.15 |
| 2025-03-31 | $88k | 720 | 122.11 |
| 2024-12-31 | $77k | 714 | 107.88 |
| 2024-09-30 | $82k | 708 | 115.23 |
| 2024-06-30 | $134k | 1.3k | 100.15 |
| 2024-03-31 | $128k | 1.3k | 96.67 |
| 2023-12-31 | $127k | 1.3k | 97.01 |
| 2023-09-30 | $115k | 1.3k | 88.27 |
| 2023-06-30 | $784k | 8.7k | 89.74 |
| 2023-03-31 | $401k | 4.2k | 96.48 |