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Disclosery

Bogart Wealth, LLC: DUK position timeline

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

Bogart Wealth, LLC held 125,886 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,886 shares
    Change vs previous 13F +20,124 shares

    0.55% of the 13F portfolio, value $15,934,642.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 105,762 shares
    Change vs previous 13F +4,097 shares

    0.53% of the 13F portfolio, value $13,848,435.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 101,665 shares
    Change vs previous 13F +2,002 shares

    0.48% of the 13F portfolio, value $11,916,187.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 99,663 shares
    Change vs previous 13F -1,226 shares

    0.5% of the 13F portfolio, value $12,333,324.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 100,889 shares
    Change vs previous 13F +1,914 shares

    0.51% of the 13F portfolio, value $11,904,896.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 98,975 shares
    Change vs previous 13F +2,944 shares

    0.57% of the 13F portfolio, value $12,071,960.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 96,031 shares
    Change vs previous 13F +1,117 shares

    0.49% of the 13F portfolio, value $10,346,374.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 94,914 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $10,943,530.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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