Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$372,262
-$14,999 QoQ
Shares Held
2,843
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,262 | 2,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,261 | 3,304 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $548,583 | 4,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,082 | 2,899 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $381,888 | 3,131 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $274,737 | 2,550 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $302,086 | 2,620 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $243,805 | 2,521 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $134,041 | 1,441 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $143,125 | 1,335 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $170,058 | 1,523 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $151,685 | 1,446 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $140,041 | 1,435 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $76,014 | 770 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $76,741 | 795 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $42,117 | 460 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $34,981 | 395 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,314 | 417 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $29,521 | 365 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||