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Disclosery

BAILARD, INC.: DUK position timeline

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

BAILARD, INC. held 2,080 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,080 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $263,286.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 2,155 shares
    Change vs previous 13F -32,053 shares

    0.01% of the 13F portfolio, value $282,176.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 34,208 shares
    Change vs previous 13F +1,887 shares

    0.09% of the 13F portfolio, value $4,009,520.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 32,321 shares
    Change vs previous 13F +120 shares

    0.09% of the 13F portfolio, value $3,999,724.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 32,201 shares
    Change vs previous 13F +402 shares

    0.09% of the 13F portfolio, value $3,799,718.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 31,799 shares
    Change vs previous 13F -122 shares

    0.1% of the 13F portfolio, value $3,878,524.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 31,921 shares
    Change vs previous 13F +3,139 shares

    0.09% of the 13F portfolio, value $3,439,168.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    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 28,782 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,318,564.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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