Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$596,169
+$62,512 QoQ
Shares Held
4,553
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,169 | 4,553 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $533,657 | 4,553 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $563,433 | 4,553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $537,254 | 4,553 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $555,329 | 4,553 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $490,540 | 4,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $812,288 | 7,045 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $706,120 | 7,045 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $682,385 | 7,056 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $683,646 | 7,045 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $696,018 | 7,886 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $707,689 | 7,886 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $770,409 | 7,986 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $616,498 | 5,986 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $742,857 | 7,986 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $936,380 | 8,386 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $893,643 | 8,519 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $870,405 | 8,919 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $880,483 | 8,919 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $860,951 | 8,919 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $853,247 | 9,319 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $825,290 | 9,319 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $804,731 | 10,073 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $733,824 | 9,073 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||