Duke Energy shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Legend Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $13k | 133 | 96.71 |
2023-12-31 | $26k | 266 | 97.04 |
2023-09-30 | $24k | 266 | 88.26 |
2023-06-30 | $24k | 266 | 89.74 |
2023-03-31 | $26k | 266 | 96.47 |
2022-12-31 | $27k | 266 | 102.99 |
2022-09-30 | $25k | 266 | 93.02 |