Duke Energy shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 10k | 118.17 |
| 2025-03-31 | $1.2M | 10k | 121.97 |
| 2024-12-31 | $1.0M | 9.7k | 106.45 |
| 2024-09-30 | $1.1M | 9.8k | 115.30 |
| 2024-06-30 | $1.2M | 12k | 100.23 |
| 2024-03-31 | $1.1M | 12k | 96.71 |
| 2023-12-31 | $1.1M | 12k | 97.15 |
| 2023-09-30 | $1.1M | 13k | 87.78 |
| 2023-06-30 | $1.1M | 12k | 93.31 |
| 2023-03-31 | $1.2M | 12k | 99.13 |
| 2022-12-31 | $1.1M | 11k | 100.58 |
| 2022-09-30 | $835k | 9.6k | 86.82 |
| 2022-06-30 | $868k | 8.0k | 107.99 |
| 2022-03-31 | $782k | 7.0k | 111.71 |