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Duke Energy shares owned by LVW Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Duke Energy

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All positions including Duke Energy held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by LVW Advisors

Quarter filed Position value Share count Share price at filing
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