Duke Energy shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $349k | 3.2k | 107.75 |
| 2024-09-30 | $374k | 3.2k | 115.31 |
| 2024-06-30 | $325k | 3.2k | 100.23 |
| 2024-03-31 | $313k | 3.2k | 96.71 |
| 2023-12-31 | $541k | 5.6k | 97.04 |
| 2023-09-30 | $510k | 5.9k | 85.75 |
| 2023-06-30 | $538k | 6.0k | 89.73 |
| 2023-03-31 | $576k | 6.0k | 96.47 |
| 2022-12-31 | $613k | 5.9k | 102.99 |
| 2022-09-30 | $551k | 5.9k | 92.96 |
| 2022-06-30 | $635k | 5.9k | 107.15 |
| 2022-03-31 | $677k | 6.1k | 111.72 |
| 2021-12-31 | $636k | 6.1k | 104.97 |
| 2021-09-30 | $591k | 6.1k | 97.57 |
| 2021-06-30 | $598k | 6.1k | 98.73 |
| 2021-03-31 | $578k | 6.0k | 96.59 |
| 2020-12-31 | $561k | 6.1k | 91.49 |
| 2020-09-30 | $529k | 6.0k | 88.62 |
| 2020-06-30 | $477k | 6.0k | 79.93 |
| 2020-03-31 | $537k | 6.6k | 80.81 |
| 2019-12-31 | $606k | 6.6k | 91.20 |
| 2019-09-30 | $637k | 6.6k | 95.86 |
| 2019-06-30 | $623k | 7.1k | 88.28 |
| 2019-03-31 | $635k | 7.1k | 89.98 |
| 2018-12-31 | $667k | 7.7k | 86.24 |
| 2018-09-30 | $584k | 7.3k | 79.99 |
| 2018-06-30 | $725k | 9.2k | 79.06 |
| 2018-03-31 | $678k | 8.7k | 77.49 |
| 2017-12-31 | $841k | 10k | 84.13 |
| 2017-09-30 | $558k | 6.6k | 83.92 |
| 2017-06-30 | $483k | 5.8k | 83.59 |
| 2017-03-31 | $470k | 5.7k | 81.97 |
| 2016-12-31 | $442k | 5.7k | 77.69 |