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CAPTRUST FINANCIAL ADVISORS: DUK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 501,296 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 501,296 shares
    Change vs previous 13F +10,994 shares

    0.1% of the 13F portfolio, value $63,454,007.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 490,302 shares
    Change vs previous 13F +27,828 shares

    0.11% of the 13F portfolio, value $64,201,071.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 462,474 shares
    Change vs previous 13F +10,892 shares

    0.1% of the 13F portfolio, value $54,206,586.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 451,582 shares
    Change vs previous 13F +13,800 shares

    0.11% of the 13F portfolio, value $55,883,255.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 437,782 shares
    Change vs previous 13F +18,910 shares

    0.12% of the 13F portfolio, value $51,658,274.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 418,872 shares
    Change vs previous 13F +15,391 shares

    0.13% of the 13F portfolio, value $51,089,852.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 403,481 shares
    Change vs previous 13F +1,233 shares

    0.12% of the 13F portfolio, value $43,471,085.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 402,248 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $46,379,155.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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