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Advisory Alpha, LLC: DUK position timeline

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

Advisory Alpha, LLC held 23,352 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 23,352 shares
    Change vs previous 13F +4,310 shares

    0.07% of the 13F portfolio, value $2,956,274.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 19,042 shares
    Change vs previous 13F +2,808 shares

    0.07% of the 13F portfolio, value $2,493,493.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 16,234 shares
    Change vs previous 13F -697 shares

    0.05% of the 13F portfolio, value $1,903,160.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 16,931 shares
    Change vs previous 13F +1,029 shares

    0.06% of the 13F portfolio, value $2,058,726.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 15,902 shares
    Change vs previous 13F -71 shares

    0.06% of the 13F portfolio, value $1,876,575.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 15,973 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $1,948,188.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 15,962 shares
    Change vs previous 13F -830 shares

    0.06% of the 13F portfolio, value $1,719,808.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 16,792 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,936,298.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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