Position in DUK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$232,417
+$16,752 QoQ
Shares Held
1,775
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,417 | 1,775 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $215,665 | 1,840 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $246,633 | 1,993 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $235,174 | 1,993 | Shares | Other | 2025-07-22 | |
| 2024-12-31 | $1,147,430 | 10,650 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,190,586 | 10,326 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,102,329 | 10,998 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,516,799 | 15,684 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,588,835 | 16,373 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,446,492 | 16,389 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,523,604 | 16,978 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,687,838 | 17,496 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,917,569 | 18,619 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,644,686 | 17,681 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $1,914,877 | 17,861 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,107,555 | 9,919 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,039,244 | 9,907 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,030,744 | 10,562 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $949,389 | 9,617 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $927,555 | 9,609 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $921,825 | 10,068 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $916,152 | 10,345 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $908,907 | 11,377 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,003,153 | 12,403 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||