Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$49,233
+$11,257 QoQ
Shares Held
376
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $786,679 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
6,737 | $786,679 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,233 | 376 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $37,976 | 324 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $29,700 | 240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,320 | 240 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,272 | 240 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $25,857 | 240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,632 | 257 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||