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Alley Investment Management Company, LLC: DUK position timeline

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

Alley Investment Management Company, LLC held 84,809 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,809 shares
    Change vs previous 13F -2,335 shares

    1.25% of the 13F portfolio, value $10,735,123.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 87,144 shares
    Change vs previous 13F -265 shares

    1.39% of the 13F portfolio, value $11,410,635.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 87,409 shares
    Change vs previous 13F -609 shares

    1.2% of the 13F portfolio, value $10,245,209.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 88,018 shares
    Change vs previous 13F +10,108 shares

    1.26% of the 13F portfolio, value $10,892,228.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 77,910 shares
    Change vs previous 13F +843 shares

    1.11% of the 13F portfolio, value $9,193,380.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 77,067 shares
    Change vs previous 13F +590 shares

    1.18% of the 13F portfolio, value $9,399,862.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 76,477 shares
    Change vs previous 13F +20,414 shares

    1.04% of the 13F portfolio, value $8,239,632.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 56,063 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,464,064.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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