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LOWE BROCKENBROUGH & CO INC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWE BROCKENBROUGH & CO INC on DUK, newest first. How the timeline and the estimate are built.

LOWE BROCKENBROUGH & CO INC held 101,942 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,942 shares
    Change vs previous 13F +284 shares

    0.57% of the 13F portfolio, value $12,904,562.

    13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,658 shares
    Change vs previous 13F +2,095 shares

    0.66% of the 13F portfolio, value $13,311,099.

    13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,563 shares
    Change vs previous 13F +980 shares

    0.57% of the 13F portfolio, value $11,669,779.

    13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 98,583 shares
    Change vs previous 13F +2,815 shares

    0.63% of the 13F portfolio, value $12,199,646.

    13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,768 shares
    Change vs previous 13F -1,323 shares

    0.64% of the 13F portfolio, value $11,300,624.

    13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,091 shares
    Change vs previous 13F +9,336 shares

    0.78% of the 13F portfolio, value $11,842,189.

    13F-HR 0001398344-25-009243 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 87,755 shares
    Change vs previous 13F +40 shares

    0.61% of the 13F portfolio, value $9,454,724.

    13F-HR 0001398344-25-002398 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 87,715 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $10,113,540.

    13F-HR 0001398344-24-019524 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).