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Disclosery

Ballentine Partners, LLC: DUK position timeline

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

Ballentine Partners, LLC held 14,134 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,134 shares
    Change vs previous 13F +3,480 shares

    0.02% of the 13F portfolio, value $1,789,082.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 10,654 shares
    Change vs previous 13F +583 shares

    0.02% of the 13F portfolio, value $1,395,034.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 10,071 shares
    Change vs previous 13F -1,942 shares

    0.02% of the 13F portfolio, value $1,180,422.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 12,013 shares
    Change vs previous 13F +1,731 shares

    0.02% of the 13F portfolio, value $1,486,609.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 10,282 shares
    Change vs previous 13F +429 shares

    0.02% of the 13F portfolio, value $1,213,276.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 9,853 shares
    Change vs previous 13F +658 shares

    0.02% of the 13F portfolio, value $1,201,771.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 9,195 shares
    Change vs previous 13F +405 shares

    0.02% of the 13F portfolio, value $990,669.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 8,790 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,013,486.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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