Duke Energy shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 2.4k | 123.74 |
| 2025-06-30 | $286k | 2.4k | 118.00 |
| 2025-03-31 | $321k | 2.6k | 121.98 |
| 2024-12-31 | $275k | 2.5k | 107.72 |
| 2024-09-30 | $272k | 2.4k | 115.28 |
| 2024-06-30 | $235k | 2.3k | 100.23 |
| 2024-03-31 | $225k | 2.3k | 96.71 |
| 2023-12-31 | $226k | 2.3k | 97.03 |
| 2023-03-31 | $214k | 2.2k | 96.46 |
| 2022-12-31 | $213k | 2.1k | 102.98 |
| 2022-06-30 | $223k | 2.1k | 107.31 |
| 2022-03-31 | $228k | 2.1k | 110.36 |
| 2021-12-31 | $216k | 2.1k | 104.70 |
| 2021-09-30 | $201k | 2.1k | 97.53 |
| 2021-06-30 | $203k | 2.1k | 98.59 |
| 2021-03-31 | $203k | 2.1k | 96.39 |
| 2012-03-31 | $203k | 2.1k | 96.39 |