Holdings in DUK
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$74,462,457 |
635,291 |
+45.8%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$53,938,541 |
435,867 |
+50.7%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$34,118,756 |
289,142 |
+22.3%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$28,830,536 |
236,374 |
+97.1%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$12,919,857 |
119,917 |
-22.2%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$17,771,765 |
154,135 |
+71.7%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$8,997,045 |
89,764 |
-35.3%
|
Shares |
Defined |
2024-08-13 |
| 2022-03-31 |
$15,483,668 |
138,668 |
+67.5%
|
Shares |
Defined |
2022-05-13 |
| 2021-06-30 |
$8,172,535 |
82,785 |
-0.0%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$7,991,718 |
82,790 |
-79.3%
|
Shares |
Defined |
2021-05-14 |
| 2020-09-30 |
$35,367,764 |
399,365 |
-13.6%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$36,940,336 |
462,390 |
-0.7%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$37,653,684 |
465,550 |
—
|
Shares |
Defined |
2020-05-14 |
