Position in DUK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,409,830
+$947,437 QoQ
Shares Held
10,767
+172.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,409,830 | 10,767 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $462,393 | 3,945 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,193,692 | 9,646 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,141,296 | 9,672 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,160,056 | 9,511 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,565,569 | 14,531 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||