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Disclosery

Avalon Investment & Advisory: DUK position timeline

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

Avalon Investment & Advisory held 209,927 DUK shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 209,927 shares
    Change vs previous 13F -3,616 shares

    0.55% of the 13F portfolio, value $20,251,644.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 213,543 shares
    Change vs previous 13F -564 shares

    0.63% of the 13F portfolio, value $21,993,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 214,107 shares
    Change vs previous 13F +1,675 shares

    0.62% of the 13F portfolio, value $19,916,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 212,432 shares
    Change vs previous 13F +447 shares

    0.64% of the 13F portfolio, value $22,775,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 211,985 shares
    Change vs previous 13F +2,535 shares

    0.57% of the 13F portfolio, value $23,670,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 209,450 shares
    Change vs previous 13F +31,944 shares

    0.54% of the 13F portfolio, value $21,971,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 177,506 shares
    Change vs previous 13F -13,969 shares

    0.4% of the 13F portfolio, value $17,323,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 191,475 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $18,902,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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