Holdings in DUK
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$119,788,151 |
1,021,996 |
+6.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$118,880,313 |
960,649 |
+23.0%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$92,124,252 |
780,714 |
+5.4%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$90,334,641 |
740,630 |
+4.9%
|
Shares |
Sole |
2025-05-20 |
| 2024-12-31 |
$76,085,557 |
706,196 |
+11.5%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$73,009,343 |
633,212 |
+54.3%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$41,134,091 |
410,397 |
+353.7%
|
Shares |
Sole |
2024-08-15 |
| 2024-03-31 |
$8,748,580 |
90,462 |
+18.8%
|
Shares |
Sole |
2024-05-16 |
| 2023-12-31 |
$7,386,587 |
76,119 |
—
|
Shares |
Sole |
2024-02-15 |
