LEE DANNER & BASS INC

Position in DUK — Duke Energy CORP

CIK 939219 NASHVILLE, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,558,308

-$87,203 QoQ

Shares Held

20,211

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#725

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LEE DANNER & BASS INC holds $5,293,314 across 4 Utilities - Regulated Electric names. DUK ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	20,211	$2,558,308
2	D	Dominion Energy, Inc	22,197	$1,515,833
3	NEE	Nextera Energy Inc	8,580	$753,066
4	SO	Southern Co	4,870	$466,107

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,558,308	20,211	+0.0%	Shares	Sole	2026-07-21
2026-03-31	$2,645,511	20,204	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$2,398,937	20,467	-2.6%	Shares	Sole	2026-01-29
2025-09-30	$2,600,235	21,012	-3.2%	Shares	Sole	2025-10-29
2025-06-30	$2,562,016	21,712	-3.2%	Shares	Sole	2025-07-31
2025-03-31	$2,736,640	22,437	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$2,503,554	23,237	+1.3%	Shares	Sole	2025-02-11
2024-09-30	$2,643,598	22,928	+4.1%	Shares	Sole	2024-10-30
2024-06-30	$2,207,866	22,028	+5.4%	Shares	Sole	2024-07-30
2023-12-31	$2,027,553	20,894	+2.1%	Shares	Sole	2024-02-01
2023-09-30	$1,805,711	20,459	0.0%	Shares	Sole	2023-10-27
2023-06-30	$1,835,990	20,459	-0.4%	Shares	Sole	2023-07-31
2023-03-31	$1,981,783	20,543	-0.8%	Shares	Sole	2023-05-02
2022-12-31	$2,132,819	20,709	+4.0%	Shares	Sole	2023-02-01
2022-09-30	$1,852,493	19,915	0.0%	Shares	Sole	2022-10-31
2022-06-30	$2,135,087	19,915	-4.3%	Shares	Sole	2022-07-25
2022-03-31	$2,323,867	20,812	-3.6%	Shares	Sole	2022-04-27
2021-12-31	$2,264,581	21,588	0.0%	Shares	Sole	2022-01-27
2021-09-30	$2,106,772	21,588	-0.2%	Shares	Sole	2021-11-01
2021-06-30	$2,136,103	21,638	-3.7%	Shares	Sole	2021-07-27
2021-03-31	$2,169,318	22,473	-15.4%	Shares	Sole	2021-04-29
2020-12-31	$2,433,023	26,573	-13.6%	Shares	Sole	2021-02-09
2020-09-30	$2,724,725	30,767	-15.8%	Shares	Sole	2020-11-12
2020-06-30	$2,918,541	36,532	-8.2%	Shares	Sole	2020-08-10
2020-03-31	$3,219,671	39,808	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.