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Advisors Capital Management, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on DUK, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 615,104 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 615,104 shares
    Change vs previous 13F +12,841 shares

    0.82% of the 13F portfolio, value $77,859,895.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 602,263 shares
    Change vs previous 13F +30,428 shares

    0.92% of the 13F portfolio, value $78,860,395.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 571,835 shares
    Change vs previous 13F +29,939 shares

    0.79% of the 13F portfolio, value $67,024,845.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 541,896 shares
    Change vs previous 13F +21,049 shares

    0.83% of the 13F portfolio, value $67,059,707.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 520,847 shares
    Change vs previous 13F +26,009 shares

    0.84% of the 13F portfolio, value $61,460,044.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 494,838 shares
    Change vs previous 13F +118,517 shares

    0.93% of the 13F portfolio, value $60,355,464.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 376,321 shares
    Change vs previous 13F +5,462 shares

    0.64% of the 13F portfolio, value $40,544,825.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 370,859 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $42,760,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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