Position in DUK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$142,331
+$14,924 QoQ
Shares Held
1,087
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,331 | 1,087 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $127,407 | 1,087 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,516 | 1,087 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $128,266 | 1,087 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $126,714 | 1,099 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $110,152 | 1,099 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $103,617 | 1,174 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $105,354 | 1,174 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $120,910 | 1,174 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $104,208 | 972 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $123,152 | 1,174 | Shares | Sole | 2022-02-07 | |
| 2020-06-30 | $497,554 | 6,228 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||