Position in DUK
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$239,749
+$21,037 QoQ
Shares Held
1,831
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,749 | 1,831 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $218,712 | 1,866 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $214,458 | 1,733 | Shares | Defined | 2025-10-01 | |
| 2021-06-30 | $315,114 | 3,192 | Shares | Sole | 2024-03-11 | |
| 2021-03-31 | $459,193 | 4,757 | Shares | Sole | 2024-03-11 | |
| 2020-12-31 | $625,904 | 6,836 | Shares | Sole | 2024-03-11 | |
| 2020-09-30 | $833,880 | 9,416 | Shares | Sole | 2024-03-11 | |
| 2020-06-30 | $1,205,220 | 15,086 | Shares | Sole | 2024-03-11 | |
| 2020-03-31 | $1,521,838 | 18,816 | Shares | Sole | 2024-03-11 | |
| No filing history on record for this holder in this stock. | ||||||