Lummis Asset Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $49k 500 97.04