Duke Energy shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 21k | 123.75 |
| 2025-06-30 | $2.6M | 22k | 118.00 |
| 2025-03-31 | $2.7M | 22k | 121.97 |
| 2024-12-31 | $2.5M | 23k | 107.74 |
| 2024-09-30 | $2.6M | 23k | 115.32 |
| 2024-06-30 | $2.2M | 22k | 100.24 |
| 2023-12-31 | $2.0M | 21k | 97.06 |
| 2023-09-30 | $1.8M | 21k | 88.27 |
| 2023-06-30 | $1.8M | 21k | 89.74 |
| 2023-03-31 | $2.0M | 21k | 96.48 |
| 2022-12-31 | $2.1M | 21k | 103.00 |
| 2022-09-30 | $1.9M | 20k | 93.05 |
| 2022-06-30 | $2.1M | 20k | 107.21 |
| 2022-03-31 | $2.3M | 21k | 111.67 |
| 2021-12-31 | $2.3M | 22k | 104.92 |
| 2021-09-30 | $2.1M | 22k | 97.60 |
| 2021-06-30 | $2.1M | 22k | 98.72 |
| 2021-03-31 | $2.2M | 23k | 96.52 |
| 2020-12-31 | $2.4M | 27k | 91.56 |
| 2020-09-30 | $2.7M | 31k | 88.57 |
| 2020-06-30 | $2.9M | 37k | 79.90 |
| 2020-03-31 | $3.2M | 40k | 80.89 |
| 2019-12-31 | $3.7M | 41k | 91.21 |
| 2019-09-30 | $4.0M | 42k | 95.87 |
| 2019-06-30 | $3.7M | 42k | 88.24 |
| 2019-03-31 | $3.8M | 42k | 89.99 |
| 2018-12-31 | $3.7M | 43k | 86.30 |
| 2018-09-30 | $3.5M | 44k | 80.01 |
| 2018-06-30 | $3.7M | 45k | 81.62 |
| 2018-03-31 | $3.6M | 46k | 77.46 |
| 2017-12-31 | $4.1M | 48k | 84.11 |
| 2017-09-30 | $4.3M | 51k | 83.91 |
| 2017-06-30 | $4.3M | 52k | 83.58 |
| 2017-03-31 | $4.4M | 54k | 82.00 |
| 2016-12-31 | $4.5M | 58k | 77.62 |
| 2016-09-30 | $4.6M | 57k | 80.03 |
| 2016-06-30 | $5.1M | 59k | 85.80 |
| 2016-03-31 | $4.3M | 57k | 76.95 |
| 2015-12-31 | $4.1M | 58k | 71.39 |
| 2015-09-30 | $4.2M | 59k | 71.94 |
| 2015-06-30 | $4.2M | 59k | 70.62 |
| 2015-03-31 | $4.5M | 59k | 76.78 |
| 2014-12-31 | $5.0M | 60k | 83.55 |
| 2014-09-30 | $4.6M | 62k | 74.76 |
| 2014-06-30 | $4.7M | 63k | 74.19 |
| 2014-03-31 | $4.5M | 64k | 71.22 |
| 2013-12-31 | $4.4M | 63k | 69.01 |
| 2013-09-30 | $4.5M | 67k | 66.77 |
| 2013-06-30 | $4.5M | 67k | 67.50 |
| 2013-03-31 | $4.9M | 67k | 72.59 |
| 2012-09-30 | $3.8M | 59k | 64.80 |
| 2012-06-30 | $3.8M | 166k | 23.06 |