Duke Energy shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 96.71 |
| 2023-12-31 | $1.1M | 11k | 97.04 |
| 2023-09-30 | $970k | 11k | 88.26 |
| 2023-06-30 | $992k | 11k | 89.74 |
| 2023-03-31 | $1.1M | 11k | 96.47 |
| 2022-12-31 | $1.2M | 11k | 104.22 |