Duke Energy shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 20k | 123.75 |
| 2025-06-30 | $2.4M | 21k | 118.00 |
| 2025-03-31 | $2.4M | 20k | 121.97 |
| 2024-12-31 | $2.0M | 19k | 107.74 |
| 2024-09-30 | $2.1M | 18k | 115.30 |
| 2024-06-30 | $1.7M | 17k | 100.23 |
| 2024-03-31 | $1.5M | 16k | 96.71 |
| 2023-12-31 | $877k | 9.0k | 97.04 |
| 2023-09-30 | $375k | 4.3k | 88.26 |
| 2019-03-31 | $334k | 3.7k | 90.05 |
| 2018-12-31 | $228k | 2.6k | 86.33 |
| 2018-09-30 | $653k | 8.2k | 80.03 |
| 2018-06-30 | $646k | 8.2k | 79.14 |
| 2018-03-31 | $649k | 8.4k | 77.45 |
| 2017-12-31 | $707k | 8.4k | 84.11 |
| 2017-09-30 | $536k | 6.4k | 83.92 |