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Disclosery

BURNEY CO/: DUK position timeline

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

BURNEY CO/ held 5,229 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,229 shares
    Change vs previous 13F +2,719 shares

    0.02% of the 13F portfolio, value $661,887.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    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 2,510 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $328,659.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    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 2,513 shares
    Change vs previous 13F -155 shares

    0.01% of the 13F portfolio, value $294,549.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    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 2,668 shares
    Change vs previous 13F -524 shares

    0.01% of the 13F portfolio, value $330,165.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    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 3,192 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $376,656.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    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 3,192 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $389,328.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    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 3,387 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $364,915.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    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 3,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $390,521.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

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