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Disclosery

AE Wealth Management LLC: DUK position timeline

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

AE Wealth Management LLC held 44,415 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,415 shares
    Change vs previous 13F +3,449 shares

    0.03% of the 13F portfolio, value $5,621,991.

    13F-HR 0001697723-26-000007 filed by AE Wealth 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 40,966 shares
    Change vs previous 13F -9,160 shares

    0.03% of the 13F portfolio, value $5,363,967.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 50,126 shares
    Change vs previous 13F +1,058 shares

    0.03% of the 13F portfolio, value $5,875,128.

    13F-HR 0001697723-26-000001 filed by AE Wealth 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 49,068 shares
    Change vs previous 13F +16,772 shares

    0.04% of the 13F portfolio, value $6,071,892.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 32,296 shares
    Change vs previous 13F +2,279 shares

    0.03% of the 13F portfolio, value $3,810,690.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 30,017 shares
    Change vs previous 13F +1,346 shares

    0.03% of the 13F portfolio, value $3,660,985.

    13F-HR 0001697723-25-000003 filed by AE Wealth 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 28,671 shares
    Change vs previous 13F +164 shares

    0.03% of the 13F portfolio, value $3,088,774.

    13F-HR 0001697723-25-000001 filed by AE Wealth 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 28,507 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,286,738.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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