Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,370,156
+$894,377 QoQ
Shares Held
10,464
+137.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,370,156 | 10,464 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $475,779 | 4,416 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $459,701 | 3,987 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $422,569 | 4,216 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $229,984 | 2,370 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $356,638 | 3,834 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $344,894 | 3,217 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $249,560 | 2,235 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $162,280 | 1,547 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $125,403 | 1,285 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||