Position in DUK
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$245,774
+$25,771 QoQ
Shares Held
1,877
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,774 | 1,877 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $220,003 | 1,877 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $232,278 | 1,877 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $221,486 | 1,877 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $228,937 | 1,877 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $202,227 | 1,877 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||