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Aptus Capital Advisors, LLC: DUK position timeline

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

Aptus Capital Advisors, LLC held 221,444 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,444 shares
    Change vs previous 13F +6,928 shares

    0.2% of the 13F portfolio, value $28,030,381.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 214,516 shares
    Change vs previous 13F -1,923 shares

    0.24% of the 13F portfolio, value $28,088,725.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 216,439 shares
    Change vs previous 13F +9,548 shares

    0.22% of the 13F portfolio, value $25,368,815.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 206,891 shares
    Change vs previous 13F +13,882 shares

    0.23% of the 13F portfolio, value $25,602,761.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 193,009 shares
    Change vs previous 13F +34,011 shares

    0.22% of the 13F portfolio, value $22,775,079.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 158,998 shares
    Change vs previous 13F +26,230 shares

    0.22% of the 13F portfolio, value $19,392,943.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 132,768 shares
    Change vs previous 13F +26,237 shares

    0.17% of the 13F portfolio, value $14,304,438.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 106,531 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $12,283,024.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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