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Disclosery

Arax Advisory Partners: DUK position timeline

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

Arax Advisory Partners held 41,073 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,073 shares
    Change vs previous 13F +27,481 shares

    0.03% of the 13F portfolio, value $5,198,940.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 13,592 shares
    Change vs previous 13F -7,082 shares

    0.05% of the 13F portfolio, value $1,771,022.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 20,674 shares
    Change vs previous 13F -1,525 shares

    0.07% of the 13F portfolio, value $2,423,298.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 22,199 shares
    Change vs previous 13F +9,019 shares

    0.04% of the 13F portfolio, value $2,747,137.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 13,180 shares
    Change vs previous 13F +4,414 shares

    0.07% of the 13F portfolio, value $1,555,196.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 8,766 shares
    Change vs previous 13F +1,225 shares

    0.07% of the 13F portfolio, value $1,069,206.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 7,541 shares
    Change vs previous 13F +5,405 shares

    0.05% of the 13F portfolio, value $812,463.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 2,136 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $246,328.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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