Position in DUK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$32,342
+$9,838 QoQ
Shares Held
247
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,342 | 247 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $22,504 | 192 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,760 | 192 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,656 | 192 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,418 | 192 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $20,686 | 192 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $22,137 | 192 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $19,244 | 192 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $18,568 | 192 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,631 | 192 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,945 | 192 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $17,230 | 192 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $18,522 | 192 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $19,774 | 192 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||