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Disclosery

Caprock Group, LLC: DUK position timeline

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

Caprock Group, LLC held 58,979 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,979 shares
    Change vs previous 13F +4,821 shares

    0.14% of the 13F portfolio, value $7,465,698.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 54,158 shares
    Change vs previous 13F +6,050 shares

    0.17% of the 13F portfolio, value $7,091,540.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 48,108 shares
    Change vs previous 13F -140 shares

    0.12% of the 13F portfolio, value $5,638,821.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 48,248 shares
    Change vs previous 13F +33,406 shares

    0.15% of the 13F portfolio, value $5,966,348.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,842 shares
    Change vs previous 13F +3,014 shares

    0.06% of the 13F portfolio, value $1,810,358.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,828 shares
    Change vs previous 13F +1,291 shares

    0.04% of the 13F portfolio, value $1,274,419.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,537 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,214,993.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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