Duke Energy shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $63k | 795 | 79.25 |
| 2020-03-31 | $64k | 795 | 80.50 |
| 2019-12-31 | $73k | 796 | 91.71 |
| 2019-09-30 | $82k | 855 | 95.91 |
| 2019-06-30 | $49k | 558 | 87.81 |
| 2019-03-31 | $36k | 403 | 89.33 |
| 2018-12-31 | $35k | 403 | 86.85 |
| 2018-09-30 | $35k | 434 | 80.65 |
| 2018-06-30 | $34k | 434 | 78.34 |
| 2018-03-31 | $33k | 434 | 76.04 |
| 2017-12-31 | $37k | 434 | 85.25 |
| 2017-09-30 | $61k | 734 | 83.11 |
| 2017-06-30 | $61k | 734 | 83.11 |
| 2017-03-31 | $62k | 760 | 81.58 |
| 2016-12-31 | $59k | 760 | 77.63 |
| 2016-09-30 | $28k | 344 | 81.40 |
| 2016-06-30 | $30k | 344 | 87.21 |
| 2016-03-31 | $28k | 344 | 81.40 |
| 2015-12-31 | $25k | 344 | 72.67 |
| 2015-09-30 | $25k | 344 | 72.67 |
| 2015-06-30 | $26k | 344 | 75.58 |
| 2015-03-31 | $26k | 344 | 75.58 |
| 2014-12-31 | $28k | 370 | 75.68 |
| 2014-09-30 | $28k | 370 | 75.68 |
| 2014-06-30 | $26k | 344 | 75.58 |
| 2014-03-31 | $24k | 344 | 69.77 |
| 2013-12-31 | $24k | 344 | 69.77 |