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Disclosery

Cape Investment Advisory, Inc.: DUK position timeline

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

Cape Investment Advisory, Inc. held 8,668 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,668 shares
    Change vs previous 13F +109 shares

    0.25% of the 13F portfolio, value $988,224.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,559 shares
    Change vs previous 13F -133 shares

    0.29% of the 13F portfolio, value $1,083,417.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,692 shares
    Change vs previous 13F +411 shares

    0.38% of the 13F portfolio, value $1,138,180.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,281 shares
    Change vs previous 13F +4,851 shares

    0.3% of the 13F portfolio, value $970,646.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,430 shares
    Change vs previous 13F -4,538 shares

    0.42% of the 13F portfolio, value $424,465.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,968 shares
    Change vs previous 13F +400 shares

    0.34% of the 13F portfolio, value $940,169.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,568 shares
    Change vs previous 13F +156 shares

    0.37% of the 13F portfolio, value $923,069.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,412 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $798,524.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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