Position in DUK
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$434,982
-$383,709 QoQ
Shares Held
3,322
-54.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434,982 | 3,322 | Shares | Sole | 2026-04-15 | |
| 2022-03-31 | $818,691 | 7,332 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $769,126 | 7,332 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $686,252 | 7,032 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $694,199 | 7,032 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $678,798 | 7,032 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $653,005 | 7,132 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $534,193 | 6,032 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $425,973 | 5,332 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||