Duke Energy shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58k | 500 | 115.30 |
| 2024-06-30 | $50k | 500 | 100.23 |
| 2024-03-31 | $48k | 500 | 96.71 |
| 2023-12-31 | $49k | 500 | 97.04 |