3Chopt Investment Partners, LLC: DUK position timeline

3Chopt Investment Partners, LLC held 6,916 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,916 shares

   Change vs previous 13F +501 shares

   0.16% of the 13F portfolio, value $875,427.

   13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,415 shares

   Change vs previous 13F +160 shares

   0.19% of the 13F portfolio, value $839,980.

   13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,255 shares

   Change vs previous 13F -97 shares

   0.16% of the 13F portfolio, value $733,149.

   13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,352 shares

   Change vs previous 13F -76 shares

   0.18% of the 13F portfolio, value $786,060.

   13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,428 shares

   Change vs previous 13F -266 shares

   0.18% of the 13F portfolio, value $758,504.

   13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,694 shares

   Change vs previous 13F +6,694 shares

   0.21% of the 13F portfolio, value $816,467.

   13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.